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 | $71,478 | $80,992-11.7% | $96,534-26.0% | $75,173-4.9% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 13.57% | 27.05%-13.5pp | 25.88%-12.3pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,411 | $2,283-38.2% | $2,965-52.4% | $2,671-47.2% |
| Participant deferral / active EE | $2,231 | $3,929-43.2% | $4,851-54.0% | $4,126-45.9% |
| Admin fee / account holder | $9,336 | $6,717+39.0% | $8,253+13.1% | $5,651+65.2% |