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 | $67,863 | $95,453-28.9% | $112,040-39.4% | $82,448-17.7% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.53% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,021 | $2,318-56.0% | $2,954-65.5% | $2,551-60.0% |
| Participant deferral / active EE | $3,239 | $4,224-23.3% | $5,098-36.5% | $4,139-21.7% |
| Admin fee / account holder | $1,261 | $9,013-86.0% | $12,098-89.6% | $7,234-82.6% |