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 | $62,165 | $106,749-41.8% | $145,433-57.3% | $82,448-24.6% |
| Participation rate | 37.8% | 75.6%-37.9pp | 82.1%-44.3pp | 68.1%-30.3pp |
| Annual return | 15.02% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,176 | $3,444-65.9% | $4,554-74.2% | $2,551-53.9% |
| Participant deferral / active EE | $2,758 | $6,519-57.7% | $7,897-65.1% | $4,139-33.4% |
| Admin fee / account holder | $16,361 | $8,390+95.0% | $13,129+24.6% | $7,234+126.2% |