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 | $61,104 | $81,331-24.9% | $155,534-60.7% | $80,935-24.5% |
| Participation rate | 30.2% | 66.3%-36.1pp | 78.2%-48.0pp | 67.7%-37.5pp |
| Annual return | 14.57% | 33.37%-18.8pp | 64.92%-50.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,298 | $3,105-26.0% | $4,675-50.8% | $2,757-16.6% |
| Participant deferral / active EE | $4,050 | $3,454+17.2% | $5,630-28.1% | $4,299-5.8% |
| Admin fee / account holder | $99,739 | $7,999+1146.9% | $15,900+527.3% | $6,924+1340.4% |