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 | $58,978 | $69,383-15.0% | $101,271-41.8% | $73,493-19.8% |
| Participation rate | 60.6% | 68.4%-7.8pp | 75.8%-15.2pp | 70.7%-10.1pp |
| Annual return | 13.66% | 18.46%-4.8pp | 46.48%-32.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,636 | $2,628+0.3% | $3,660-28.0% | $2,270+16.1% |
| Participant deferral / active EE | $5,879 | $3,301+78.1% | $4,371+34.5% | $3,740+57.2% |
| Admin fee / account holder | $4,629 | $704+557.6% | $5,948-22.2% | $513+802.1% |