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 | $76,528 | $77,920-1.8% | $149,723-48.9% | $75,177+1.8% |
| Participation rate | 63.3% | 65.6%-2.2pp | 78.8%-15.4pp | 67.2%-3.9pp |
| Annual return | 19.31% | 31.72%-12.4pp | 134.50%-115.2pp | 160.75%-141.4pp |
| Employer contribution / active EE | $1,969 | $3,138-37.3% | $4,821-59.2% | $2,671-26.3% |
| Participant deferral / active EE | $3,400 | $3,411-0.3% | $5,682-40.2% | $4,126-17.6% |
| Admin fee / account holder | $12,117 | $5,951+103.6% | $13,215-8.3% | $5,651+114.4% |