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 | $56,838 | $88,137-35.5% | $164,975-65.5% | $74,429-23.6% |
| Participation rate | 65.9% | 73.1%-7.3pp | 78.6%-12.8pp | 67.2%-1.4pp |
| Annual return | 14.77% | 17.13%-2.4pp | 70.12%-55.4pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,587 | $2,597-38.9% | $4,343-63.5% | $2,625-39.5% |
| Participant deferral / active EE | $3,661 | $4,501-18.6% | $6,033-39.3% | $4,348-15.8% |
| Admin fee / account holder | $2,005 | $2,231-10.1% | $12,688-84.2% | $1,944+3.1% |