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 | $46,297 | $106,749-56.6% | $145,433-68.2% | $82,448-43.8% |
| Participation rate | 67.7% | 75.6%-7.9pp | 82.1%-14.4pp | 68.1%-0.3pp |
| Annual return | 15.22% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,519 | $3,444+31.2% | $4,554-0.8% | $2,551+77.2% |
| Participant deferral / active EE | $5,030 | $6,519-22.8% | $7,897-36.3% | $4,139+21.5% |
| Admin fee / account holder | $4,716 | $8,390-43.8% | $13,129-64.1% | $7,234-34.8% |