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 | $51,594 | $56,894-9.3% | $84,753-39.1% | $62,881-17.9% |
| Participation rate | 67.2% | 68.5%-1.3pp | 76.6%-9.4pp | 69.3%-2.1pp |
| Annual return | 16.44% | 6.30%+10.1pp | 22.78%-6.3pp | 20.14%-3.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,161 | $2,709-20.2% | $3,712-41.8% | $3,203-32.5% |
| Admin fee / account holder | $7,684 | $3,581+114.6% | $5,333+44.1% | $4,296+78.9% |