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 | $70,515 | $101,063-30.2% | $81,473-13.4% | $147,586-52.2% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 11.66% | 32.41%-20.7pp | 38.78%-27.1pp | 578.59%-566.9pp |
| Employer contribution / active EE | $3,961 | $3,206+23.6% | $2,568+54.3% | $4,876-18.8% |
| Participant deferral / active EE | $5,334 | $4,242+25.7% | $3,537+50.8% | $5,439-1.9% |
| Admin fee / account holder | $1,993 | $5,812-65.7% | $4,561-56.3% | $10,886-81.7% |