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 | $78,865 | $51,207+54.0% | $70,565+11.8% | $75,177+4.9% |
| Participation rate | 44.3% | 61.0%-16.7pp | 68.4%-24.0pp | 67.2%-22.9pp |
| Annual return | 16.32% | 30.05%-13.7pp | 32.79%-16.5pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,394 | $1,826-23.7% | $2,976-53.2% | $2,671-47.8% |
| Participant deferral / active EE | $2,912 | $2,850+2.2% | $4,568-36.2% | $4,126-29.4% |
| Admin fee / account holder | $3,105 | $4,097-24.2% | $6,430-51.7% | $5,651-45.1% |