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 | $69,918 | $97,550-28.3% | $120,344-41.9% | $87,485-20.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 17.87% | 18.41%-0.5pp | 20.30%-2.4pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,878 | $2,291-18.0% | $3,020-37.8% | $2,596-27.7% |
| Participant deferral / active EE | $3,986 | $4,230-5.8% | $5,135-22.4% | $4,274-6.7% |
| Admin fee / account holder | $4,988 | $9,543-47.7% | $12,742-60.9% | $7,775-35.8% |