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 | $64,424 | $88,672-27.3% | $105,223-38.8% | $82,448-21.9% |
| Participation rate | 59.8% | 67.9%-8.1pp | 75.0%-15.3pp | 68.1%-8.3pp |
| Annual return | 13.72% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,278 | $3,048-58.1% | $3,689-65.4% | $2,551-49.9% |
| Participant deferral / active EE | $2,639 | $4,036-34.6% | $5,072-48.0% | $4,139-36.2% |
| Admin fee / account holder | $3,525 | $7,146-50.7% | $8,859-60.2% | $7,234-51.3% |