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 | $60,429 | $88,672-31.9% | $105,223-42.6% | $82,448-26.7% |
| Participation rate | 48.6% | 67.9%-19.4pp | 75.0%-26.5pp | 68.1%-19.5pp |
| Annual return | 13.58% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,681 | $3,048-44.9% | $3,689-54.4% | $2,551-34.1% |
| Participant deferral / active EE | $2,328 | $4,036-42.3% | $5,072-54.1% | $4,139-43.7% |
| Admin fee / account holder | $5,518 | $7,146-22.8% | $8,859-37.7% | $7,234-23.7% |