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 | $58,573 | $81,487-28.1% | $102,412-42.8% | $80,935-27.6% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 16.09% | 25.60%-9.5pp | 24.94%-8.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,203 | $3,103-29.0% | $3,870-43.1% | $2,757-20.1% |
| Participant deferral / active EE | $4,120 | $3,871+6.4% | $5,060-18.6% | $4,299-4.2% |
| Admin fee / account holder | $436 | $6,717-93.5% | $8,388-94.8% | $6,924-93.7% |