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 | $66,438 | $88,996-25.3% | $78,004-14.8% | $138,895-52.2% |
| Participation rate | 47.1% | 74.4%-27.3pp | 69.4%-22.4pp | 79.9%-32.9pp |
| Annual return | 18.46% | 28.03%-9.6pp | 31.07%-12.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,283 | $2,917-56.0% | $2,469-48.0% | $4,194-69.4% |
| Participant deferral / active EE | $2,728 | $4,724-42.3% | $4,092-33.3% | $6,396-57.4% |
| Admin fee / account holder | $3,182 | $8,807-63.9% | $7,578-58.0% | $12,562-74.7% |