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 | $56,416 | $77,814-27.5% | $158,223-64.3% | $86,983-35.1% |
| Participation rate | 62.5% | 68.4%-5.9pp | 79.2%-16.7pp | 69.5%-7.0pp |
| Annual return | 11.99% | 30.54%-18.5pp | 52.09%-40.1pp | 25.83%-13.8pp |
| Employer contribution / active EE | $1,353 | $2,592-47.8% | $4,109-67.1% | $2,584-47.7% |
| Participant deferral / active EE | $4,526 | $3,270+38.4% | $5,467-17.2% | $4,194+7.9% |
| Admin fee / account holder | $20,367 | $5,879+246.4% | $16,047+26.9% | $7,856+159.3% |