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 | $58,258 | $81,276-28.3% | $155,574-62.6% | $80,925-28.0% |
| Participation rate | 47.4% | 66.2%-18.9pp | 78.2%-30.8pp | 67.7%-20.3pp |
| Annual return | 23.39% | 33.36%-10.0pp | 64.87%-41.5pp | 35.65%-12.3pp |
| Employer contribution / active EE | $1,823 | $3,103-41.3% | $4,676-61.0% | $2,756-33.9% |
| Participant deferral / active EE | $2,831 | $3,453-18.0% | $5,629-49.7% | $4,299-34.1% |
| Admin fee / account holder | $1,862 | $7,993-76.7% | $15,914-88.3% | $6,940-73.2% |