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 | $66,550 | $73,787-9.8% | $98,716-32.6% | $82,448-19.3% |
| Participation rate | 43.6% | 61.4%-17.8pp | 69.3%-25.7pp | 68.1%-24.5pp |
| Annual return | 15.53% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,540 | $1,511+1.9% | $2,279-32.4% | $2,551-39.6% |
| Participant deferral / active EE | $4,021 | $3,081+30.5% | $4,048-0.7% | $4,139-2.9% |
| Admin fee / account holder | $2,602 | $6,500-60.0% | $8,703-70.1% | $7,234-64.0% |