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 | $74,939 | $81,262-7.8% | $155,602-51.8% | $80,911-7.4% |
| Participation rate | 39.3% | 66.2%-27.0pp | 78.2%-38.9pp | 67.6%-28.4pp |
| Annual return | 11.40% | 33.34%-21.9pp | 64.81%-53.4pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,374 | $3,102-55.7% | $4,675-70.6% | $2,756-50.1% |
| Participant deferral / active EE | $1,801 | $3,451-47.8% | $5,629-68.0% | $4,297-58.1% |
| Admin fee / account holder | $2,150 | $7,992-73.1% | $15,923-86.5% | $6,935-69.0% |