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 | $66,109 | $127,387-48.1% | $115,038-42.5% | $125,389-47.3% |
| Participation rate | 65.0% | 84.2%-19.2pp | 81.4%-16.4pp | 83.2%-18.2pp |
| Annual return | -1.10% | 31.28%-32.4pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $934 | $5,166-81.9% | $4,608-79.7% | $4,866-80.8% |
| Participant deferral / active EE | $6,565 | $6,423+2.2% | $6,026+8.9% | $5,352+22.7% |
| Admin fee / account holder | $19,943 | $9,516+109.6% | $8,175+143.9% | $9,541+109.0% |