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 | $41,455 | $181,896-77.2% | $156,551-73.5% | $273,972-84.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 13.41% | 30.74%-17.3pp | 32.23%-18.8pp | 41.46%-28.0pp |
| Employer contribution / active EE | $7,644 | $6,248+22.3% | $5,501+38.9% | $4,869+57.0% |
| Participant deferral / active EE | $4,733 | $5,550-14.7% | $4,871-2.8% | $5,287-10.5% |
| Admin fee / account holder | $636 | $15,560-95.9% | $13,028-95.1% | $10,133-93.7% |