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 | $63,180 | $57,976+9.0% | $63,018+0.3% | $62,293+1.4% |
| Participation rate | 69.0% | 75.9%-6.9pp | 74.8%-5.8pp | 69.5%-0.5pp |
| Annual return | 13.10% | 17.54%-4.4pp | 87.62%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,820 | $2,415-24.6% | $2,761-34.1% | $2,042-10.9% |
| Participant deferral / active EE | $2,971 | $2,956+0.5% | $3,330-10.8% | $3,169-6.2% |
| Admin fee / account holder | $4,498 | $276+1531.0% | $3,601+24.9% | $479+838.3% |