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 | $61,944 | $81,262-23.8% | $155,602-60.2% | $80,911-23.4% |
| Participation rate | 61.7% | 66.2%-4.6pp | 78.2%-16.5pp | 67.6%-6.0pp |
| Annual return | 11.19% | 33.34%-22.2pp | 64.81%-53.6pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,741 | $3,102-43.9% | $4,675-62.8% | $2,756-36.8% |
| Participant deferral / active EE | $10,535 | $3,451+205.2% | $5,629+87.2% | $4,297+145.2% |
| Admin fee / account holder | $28,636 | $7,992+258.3% | $15,923+79.8% | $6,935+312.9% |