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 | $78,625 | $93,345-15.8% | $119,126-34.0% | $87,485-10.1% |
| Participation rate | 64.7% | 68.7%-4.0pp | 75.8%-11.1pp | 68.9%-4.2pp |
| Annual return | 21.37% | 19.08%+2.3pp | 282.11%-260.7pp | 26.06%-4.7pp |
| Employer contribution / active EE | $1,105 | $3,172-65.2% | $4,034-72.6% | $2,596-57.5% |
| Participant deferral / active EE | $6,097 | $4,099+48.8% | $5,318+14.6% | $4,274+42.7% |
| Admin fee / account holder | $4,493 | $8,039-44.1% | $10,693-58.0% | $7,775-42.2% |