Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,895 | $140,800-53.2% | $89,340-26.2% | $79,634-17.3% |
| Participation rate | 18.8% | 61.9%-43.2pp | 69.6%-50.8pp | 62.5%-43.7pp |
| Annual return | 37.32% | 17.84%+19.5pp | 20.57%+16.7pp | 36.46%+0.9pp |
| Employer contribution / active EE | $733 | $2,021-63.7% | $2,231-67.1% | $2,529-71.0% |
| Participant deferral / active EE | $1,497 | $3,219-53.5% | $3,823-60.8% | $3,835-61.0% |
| Admin fee / account holder | $3,715 | $1,610+130.7% | $6,704-44.6% | $1,002+270.8% |