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 | $50,742 | $58,627-13.4% | $76,735-33.9% | $82,448-38.5% |
| Participation rate | 46.9% | 63.2%-16.3pp | 69.5%-22.6pp | 68.1%-21.2pp |
| Annual return | 16.03% | 39.10%-23.1pp | 29.77%-13.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,621 | $1,729-6.2% | $2,454-33.9% | $2,551-36.4% |
| Participant deferral / active EE | $2,720 | $3,134-13.2% | $4,088-33.5% | $4,139-34.3% |
| Admin fee / account holder | $4,687 | $5,323-11.9% | $7,189-34.8% | $7,234-35.2% |