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 | $73,396 | $50,554+45.2% | $67,681+8.4% | $87,485-16.1% |
| Participation rate | 57.4% | 67.7%-10.3pp | 73.7%-16.3pp | 68.9%-11.5pp |
| Annual return | 12.94% | 17.81%-4.9pp | 590.58%-577.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $767 | $1,988-61.4% | $2,678-71.4% | $2,596-70.5% |
| Participant deferral / active EE | $2,895 | $2,961-2.2% | $3,976-27.2% | $4,274-32.2% |
| Admin fee / account holder | $3,054 | $4,132-26.1% | $6,100-49.9% | $7,775-60.7% |