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 | $70,189 | $55,889+25.6% | $76,119-7.8% | $80,935-13.3% |
| Participation rate | 63.4% | 62.1%+1.3pp | 69.1%-5.7pp | 67.7%-4.2pp |
| Annual return | 13.10% | 20.58%-7.5pp | 361.25%-348.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,197 | $1,866-35.9% | $2,693-55.6% | $2,757-56.6% |
| Participant deferral / active EE | $3,608 | $3,051+18.3% | $4,259-15.3% | $4,299-16.1% |
| Admin fee / account holder | $1,635 | $5,241-68.8% | $6,421-74.5% | $6,924-76.4% |