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 | $78,862 | $71,230+10.7% | $93,727-15.9% | $80,959-2.6% |
| Participation rate | 66.1% | 60.4%+5.7pp | 68.7%-2.6pp | 67.7%-1.6pp |
| Annual return | 11.09% | 11.26%-0.2pp | 133.83%-122.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $493 | $1,565-68.5% | $2,421-79.6% | $2,757-82.1% |
| Participant deferral / active EE | $3,295 | $4,037-18.4% | $4,417-25.4% | $4,300-23.4% |
| Admin fee / account holder | $3,323 | $6,961-52.3% | $8,292-59.9% | $6,925-52.0% |