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 | $74,460 | $153,769-51.6% | $133,975-44.4% | $273,972-72.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 10.18% | 36.51%-26.3pp | 29.29%-19.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,706 | $6,029-71.7% | $5,211-67.3% | $4,869-65.0% |
| Participant deferral / active EE | $4,930 | $6,958-29.2% | $6,282-21.5% | $5,287-6.8% |
| Admin fee / account holder | $12,635 | $11,765+7.4% | $9,324+35.5% | $10,133+24.7% |