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 | $68,539 | $81,276-15.7% | $155,574-55.9% | $80,925-15.3% |
| Participation rate | 39.4% | 66.2%-26.9pp | 78.2%-38.8pp | 67.7%-28.3pp |
| Annual return | 20.44% | 33.36%-12.9pp | 64.87%-44.4pp | 35.65%-15.2pp |
| Employer contribution / active EE | $2,056 | $3,103-33.7% | $4,676-56.0% | $2,756-25.4% |
| Participant deferral / active EE | $4,737 | $3,453+37.2% | $5,629-15.9% | $4,299+10.2% |
| Admin fee / account holder | $1,386 | $7,993-82.7% | $15,914-91.3% | $6,940-80.0% |