Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,564 | $60,442+6.8% | $96,754-33.3% | $87,485-26.2% |
| Participation rate | 33.3% | 58.7%-25.4pp | 70.3%-36.9pp | 68.9%-35.6pp |
| Annual return | 15.50% | 21.97%-6.5pp | 82.04%-66.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,285 | $1,691-24.0% | $2,679-52.0% | $2,596-50.5% |
| Participant deferral / active EE | $2,884 | $3,280-12.1% | $4,758-39.4% | $4,274-32.5% |
| Admin fee / account holder | $8,621 | $5,069+70.1% | $8,905-3.2% | $7,775+10.9% |