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 | $68,611 | $86,949-21.1% | $102,460-33.0% | $80,959-15.3% |
| Participation rate | 50.5% | 72.4%-21.8pp | 76.5%-26.0pp | 67.7%-17.1pp |
| Annual return | 10.78% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,220 | $2,370-48.5% | $3,025-59.7% | $2,757-55.7% |
| Participant deferral / active EE | $1,873 | $4,121-54.6% | $5,056-63.0% | $4,300-56.5% |
| Admin fee / account holder | $4,870 | $8,048-39.5% | $9,460-48.5% | $6,925-29.7% |