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 | $84,527 | $46,877+80.3% | $122,354-30.9% | $70,126+20.5% |
| Participation rate | 42.4% | 58.2%-15.8pp | 71.6%-29.3pp | 69.5%-27.2pp |
| Annual return | 17.33% | 24.22%-6.9pp | 30.28%-13.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,388 | $1,288+7.8% | $4,051-65.7% | $2,343-40.7% |
| Participant deferral / active EE | $2,987 | $2,167+37.8% | $3,287-9.1% | $3,332-10.3% |
| Admin fee / account holder | $1,566 | $3,324-52.9% | $5,479-71.4% | $4,645-66.3% |