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 | $52,742 | $81,358-35.2% | $155,556-66.1% | $80,959-34.9% |
| Participation rate | 58.0% | 66.3%-8.3pp | 78.2%-20.3pp | 67.7%-9.7pp |
| Annual return | 16.90% | 33.39%-16.5pp | 64.84%-47.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,859 | $3,106-40.1% | $4,675-60.2% | $2,757-32.6% |
| Participant deferral / active EE | $4,084 | $3,455+18.2% | $5,631-27.5% | $4,300-5.0% |
| Admin fee / account holder | $21,098 | $7,994+163.9% | $15,885+32.8% | $6,925+204.6% |