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 | $74,155 | $95,453-22.3% | $112,040-33.8% | $82,448-10.1% |
| Participation rate | 39.3% | 72.8%-33.4pp | 76.5%-37.1pp | 68.1%-28.7pp |
| Annual return | 16.06% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,270 | $2,318-45.2% | $2,954-57.0% | $2,551-50.2% |
| Participant deferral / active EE | $2,298 | $4,224-45.6% | $5,098-54.9% | $4,139-44.5% |
| Admin fee / account holder | $23,262 | $9,013+158.1% | $12,098+92.3% | $7,234+221.5% |