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 | $47,934 | $57,073-16.0% | $85,126-43.7% | $80,925-40.8% |
| Participation rate | 66.7% | 56.4%+10.3pp | 67.5%-0.9pp | 67.7%-1.0pp |
| Annual return | 12.02% | 21.69%-9.7pp | 66.63%-54.6pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,899 | $1,801+5.5% | $2,731-30.5% | $2,756-31.1% |
| Participant deferral / active EE | $3,808 | $3,113+22.3% | $4,523-15.8% | $4,299-11.4% |
| Admin fee / account holder | $2,154 | $4,988-56.8% | $6,160-65.0% | $6,940-69.0% |