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 | $62,214 | $78,425-20.7% | $95,956-35.2% | $79,858-22.1% |
| Participation rate | 65.5% | 73.5%-8.0pp | 77.1%-11.6pp | 69.6%-4.2pp |
| Annual return | 12.50% | 19.37%-6.9pp | 91.63%-79.1pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,698 | $1,945-12.7% | $2,541-33.2% | $2,471-31.3% |
| Participant deferral / active EE | $3,561 | $3,440+3.5% | $4,167-14.5% | $3,740-4.8% |
| Admin fee / account holder | $10,816 | $5,622+92.4% | $6,797+59.1% | $5,306+103.8% |