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 | $68,161 | $108,825-37.4% | $156,181-56.4% | $82,448-17.3% |
| Participation rate | 69.0% | 72.4%-3.4pp | 78.8%-9.9pp | 68.1%+0.9pp |
| Annual return | 18.70% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,976 | $2,870-31.2% | $4,294-54.0% | $2,551-22.5% |
| Participant deferral / active EE | $4,389 | $4,577-4.1% | $6,132-28.4% | $4,139+6.0% |
| Admin fee / account holder | $471 | $9,341-95.0% | $14,586-96.8% | $7,234-93.5% |