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 | $59,865 | $78,690-23.9% | $161,489-62.9% | $87,485-31.6% |
| Participation rate | 65.5% | 67.5%-2.0pp | 78.7%-13.2pp | 68.9%-3.5pp |
| Annual return | 16.62% | 32.74%-16.1pp | 89.72%-73.1pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,044 | $2,588-59.7% | $4,268-75.5% | $2,596-59.8% |
| Participant deferral / active EE | $5,280 | $3,311+59.5% | $5,630-6.2% | $4,274+23.5% |
| Admin fee / account holder | $1,361 | $6,724-79.8% | $16,006-91.5% | $7,775-82.5% |