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 | $56,651 | $86,949-34.8% | $102,460-44.7% | $80,959-30.0% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.9pp | 67.7%0pp |
| Annual return | 16.16% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,563 | $2,370-34.0% | $3,025-48.3% | $2,757-43.3% |
| Participant deferral / active EE | $5,412 | $4,121+31.3% | $5,056+7.0% | $4,300+25.9% |
| Admin fee / account holder | $35,378 | $8,048+339.6% | $9,460+274.0% | $6,925+410.8% |