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 | $68,189 | $37,156+83.5% | $83,854-18.7% | $86,983-21.6% |
| Participation rate | 64.1% | 49.1%+15.1pp | 59.1%+5.0pp | 69.5%-5.4pp |
| Annual return | 16.34% | 29.88%-13.5pp | 31.39%-15.1pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,288 | $661+94.9% | $1,017+26.6% | $2,584-50.2% |
| Participant deferral / active EE | $2,879 | $1,418+103.1% | $2,035+41.5% | $4,194-31.3% |
| Admin fee / account holder | $849 | $2,510-66.2% | $3,197-73.5% | $7,856-89.2% |