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 | $59,843 | $67,602-11.5% | $82,312-27.3% | $70,126-14.7% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.9%-25.8pp | 69.5%-18.4pp |
| Annual return | 24.82% | 21.57%+3.3pp | 25.88%-1.1pp | 73.15%-48.3pp |
| Employer contribution / active EE | $1,428 | $1,755-18.6% | $2,428-41.2% | $2,343-39.0% |
| Participant deferral / active EE | $2,747 | $2,987-8.1% | $3,706-25.9% | $3,332-17.6% |
| Admin fee / account holder | $17,467 | $4,512+287.2% | $5,608+211.5% | $4,645+276.0% |