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 | $63,375 | $56,894+11.4% | $84,753-25.2% | $62,881+0.8% |
| Participation rate | 61.5% | 68.5%-7.0pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 7.85% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,123 | $2,400-11.5% | $3,574-40.6% | $2,281-6.9% |
| Participant deferral / active EE | $4,783 | $2,709+76.5% | $3,712+28.8% | $3,203+49.3% |
| Admin fee / account holder | $11,141 | $3,581+211.1% | $5,333+108.9% | $4,296+159.4% |