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 | $58,351 | $97,550-40.2% | $120,344-51.5% | $87,485-33.3% |
| Participation rate | 58.5% | 72.8%-14.3pp | 76.7%-18.2pp | 68.9%-10.4pp |
| Annual return | 14.52% | 18.41%-3.9pp | 20.30%-5.8pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,775 | $2,291-22.5% | $3,020-41.2% | $2,596-31.6% |
| Participant deferral / active EE | $3,492 | $4,230-17.4% | $5,135-32.0% | $4,274-18.3% |
| Admin fee / account holder | $1,997 | $9,543-79.1% | $12,742-84.3% | $7,775-74.3% |