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 | $56,010 | $181,896-69.2% | $156,551-64.2% | $273,972-79.6% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 8.22% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,674 | $6,248-73.2% | $5,501-69.6% | $4,869-65.6% |
| Participant deferral / active EE | $2,470 | $5,550-55.5% | $4,871-49.3% | $5,287-53.3% |
| Admin fee / account holder | $1,180 | $15,560-92.4% | $13,028-90.9% | $10,133-88.4% |