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 | $49,106 | $54,763-10.3% | $90,324-45.6% | $72,976-32.7% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.3%-4.3pp | 69.5%-0.5pp |
| Annual return | 23.30% | 30.63%-7.3pp | 78.15%-54.8pp | 81.02%-57.7pp |
| Employer contribution / active EE | $1,464 | $2,093-30.1% | $2,856-48.7% | $2,440-40.0% |
| Participant deferral / active EE | $2,912 | $2,887+0.8% | $3,885-25.1% | $3,608-19.3% |
| Admin fee / account holder | $1,398 | $3,973-64.8% | $5,356-73.9% | $5,124-72.7% |