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 | $56,813 | $55,930+1.6% | $76,089-25.3% | $80,925-29.8% |
| Participation rate | 64.8% | 62.1%+2.8pp | 69.1%-4.3pp | 67.7%-2.8pp |
| Annual return | 12.94% | 20.58%-7.6pp | 360.94%-348.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,768 | $1,866-5.2% | $2,690-34.3% | $2,756-35.8% |
| Participant deferral / active EE | $2,896 | $3,051-5.1% | $4,259-32.0% | $4,299-32.6% |
| Admin fee / account holder | $1,490 | $5,241-71.6% | $6,418-76.8% | $6,940-78.5% |