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 | $67,670 | $89,259-24.2% | $107,187-36.9% | $82,637-18.1% |
| Participation rate | 42.4% | 67.9%-25.5pp | 75.0%-32.6pp | 68.1%-25.6pp |
| Annual return | 24.83% | 21.02%+3.8pp | 204.55%-179.7pp | 53.51%-28.7pp |
| Employer contribution / active EE | $813 | $3,080-73.6% | $3,782-78.5% | $2,552-68.1% |
| Participant deferral / active EE | $5,436 | $4,037+34.6% | $5,096+6.7% | $4,126+31.7% |
| Admin fee / account holder | $10,490 | $7,381+42.1% | $9,162+14.5% | $7,339+42.9% |