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 | $64,894 | $46,599+39.3% | $64,101+1.2% | $75,173-13.7% |
| Participation rate | 55.2% | 65.9%-10.8pp | 72.3%-17.1pp | 67.2%-12.0pp |
| Annual return | 12.09% | 26.06%-14.0pp | 33.72%-21.6pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,381 | $1,975-30.1% | $2,749-49.8% | $2,671-48.3% |
| Participant deferral / active EE | $3,517 | $2,837+24.0% | $3,881-9.4% | $4,126-14.8% |
| Admin fee / account holder | $6,674 | $2,956+125.8% | $3,070+117.4% | $5,651+18.1% |