Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,154 | $56,544+22.3% | $75,501-8.4% | $70,126-1.4% |
| Participation rate | 67.6% | 68.1%-0.5pp | 72.4%-4.8pp | 69.5%-2.0pp |
| Annual return | 17.86% | 23.59%-5.7pp | 27.35%-9.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,811 | $2,580-29.8% | $3,142-42.4% | $3,332-45.6% |
| Admin fee / account holder | $1,165 | $3,827-69.5% | $5,801-79.9% | $4,645-74.9% |