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 | $61,318 | $81,487-24.8% | $102,412-40.1% | $80,935-24.2% |
| Participation rate | 47.8% | 66.8%-19.0pp | 74.5%-26.7pp | 67.7%-19.8pp |
| Annual return | 13.49% | 25.60%-12.1pp | 24.94%-11.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,965 | $3,103-36.7% | $3,870-49.2% | $2,757-28.7% |
| Participant deferral / active EE | $3,193 | $3,871-17.5% | $5,060-36.9% | $4,299-25.7% |
| Admin fee / account holder | $4,873 | $6,717-27.5% | $8,388-41.9% | $6,924-29.6% |