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 | $46,127 | $52,580-12.3% | $71,671-35.6% | $70,126-34.2% |
| Participation rate | 64.0% | 60.9%+3.1pp | 68.7%-4.7pp | 69.5%-5.5pp |
| Annual return | 16.45% | 20.25%-3.8pp | 20.65%-4.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,979 | $1,616+22.5% | $2,460-19.6% | $2,343-15.5% |
| Participant deferral / active EE | $3,617 | $2,386+51.6% | $3,438+5.2% | $3,332+8.5% |
| Admin fee / account holder | $1,479 | $3,653-59.5% | $5,558-73.4% | $4,645-68.2% |