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 | $61,995 | $76,407-18.9% | $150,298-58.8% | $82,448-24.8% |
| Participation rate | 52.8% | 66.4%-13.6pp | 77.8%-25.0pp | 68.1%-15.3pp |
| Annual return | 24.38% | 39.99%-15.6pp | 62.79%-38.4pp | 41.64%-17.3pp |
| Employer contribution / active EE | $2,619 | $2,614+0.2% | $4,154-36.9% | $2,551+2.7% |
| Participant deferral / active EE | $4,270 | $3,214+32.8% | $5,453-21.7% | $4,139+3.2% |
| Admin fee / account holder | $457 | $6,352-92.8% | $14,116-96.8% | $7,234-93.7% |