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 | $77,558 | $93,064-16.7% | $74,577+4.0% | $273,972-71.7% |
| Participation rate | 55.0% | 74.9%-19.9pp | 68.1%-13.1pp | 83.0%-28.0pp |
| Annual return | 9.28% | 26.18%-16.9pp | 20.47%-11.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,904 | $3,160-39.7% | $2,525-24.6% | $4,869-60.9% |
| Participant deferral / active EE | $6,938 | $4,160+66.8% | $3,458+100.6% | $5,287+31.2% |
| Admin fee / account holder | $1,747 | $5,273-66.9% | $4,138-57.8% | $10,133-82.8% |