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 | $53,760 | $79,449-32.3% | $189,597-71.6% | $85,851-37.4% |
| Participation rate | 69.6% | 66.0%+3.6pp | 78.4%-8.9pp | 69.3%+0.2pp |
| Annual return | 13.86% | 18.45%-4.6pp | 64.20%-50.3pp | 318.63%-304.8pp |
| Employer contribution / active EE | $1,368 | $2,081-34.2% | $4,412-69.0% | $2,565-46.7% |
| Participant deferral / active EE | $1,904 | $4,051-53.0% | $6,174-69.2% | $3,952-51.8% |
| Admin fee / account holder | $6,644 | $5,377+23.6% | $9,807-32.3% | $6,261+6.1% |