Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,725 | $54,541+9.5% | $78,778-24.2% | $70,126-14.8% |
| Participation rate | 54.7% | 60.8%-6.1pp | 69.2%-14.5pp | 69.5%-14.9pp |
| Annual return | 18.20% | 21.07%-2.9pp | 35.62%-17.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $264 | $1,089-75.8% | $1,986-86.7% | $2,343-88.7% |
| Participant deferral / active EE | $2,312 | $2,210+4.6% | $2,958-21.9% | $3,332-30.6% |
| Admin fee / account holder | $9,488 | $3,709+155.8% | $5,134+84.8% | $4,645+104.2% |