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 | $74,041 | $102,422-27.7% | $147,117-49.7% | $80,959-8.5% |
| Participation rate | 62.3% | 75.9%-13.5pp | 82.2%-19.8pp | 67.7%-5.3pp |
| Annual return | 13.43% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,684 | $3,717-54.7% | $4,932-65.9% | $2,757-38.9% |
| Participant deferral / active EE | $4,562 | $6,652-31.4% | $8,065-43.4% | $4,300+6.1% |
| Admin fee / account holder | $2,253 | $7,953-71.7% | $12,993-82.7% | $6,925-67.5% |