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 | $60,788 | $83,843-27.5% | $123,973-51.0% | $65,306-6.9% |
| Participation rate | 50.8% | 56.0%-5.2pp | 76.7%-25.9pp | 57.7%-6.9pp |
| Annual return | 17.28% | 19.87%-2.6pp | 388.13%-370.8pp | 21.94%-4.7pp |
| Employer contribution / active EE | $2,458 | $2,873-14.4% | $4,126-40.4% | $1,967+25.0% |
| Participant deferral / active EE | $4,966 | $2,997+65.7% | $5,247-5.3% | $2,959+67.8% |
| Admin fee / account holder | $6,296 | $4,735+33.0% | $11,799-46.6% | $3,480+80.9% |