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 | $71,956 | $61,338+17.3% | $149,717-51.9% | $71,495+0.6% |
| Participation rate | 37.1% | 62.5%-25.4pp | 78.8%-41.7pp | 67.9%-30.9pp |
| Annual return | 22.67% | 35.86%-13.2pp | 134.41%-111.7pp | 28.85%-6.2pp |
| Employer contribution / active EE | $1,039 | $2,381-56.4% | $4,820-78.4% | $2,589-59.9% |
| Participant deferral / active EE | $2,667 | $2,919-8.7% | $5,682-53.1% | $4,291-37.9% |
| Admin fee / account holder | $4,521 | $1,263+258.0% | $13,213-65.8% | $1,588+184.7% |