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 | $86,938-21.1% | $102,423-33.0% | $80,925-15.2% |
| Participation rate | 50.5% | 72.4%-21.8pp | 76.5%-26.0pp | 67.7%-17.1pp |
| Annual return | 10.78% | 18.89%-8.1pp | 29.42%-18.6pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,220 | $2,369-48.5% | $3,023-59.6% | $2,756-55.7% |
| Participant deferral / active EE | $1,873 | $4,120-54.6% | $5,054-62.9% | $4,299-56.4% |
| Admin fee / account holder | $4,870 | $8,053-39.5% | $9,455-48.5% | $6,940-29.8% |