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 | $67,835 | $101,795-33.4% | $165,100-58.9% | $80,959-16.2% |
| Participation rate | 66.0% | 71.8%-5.9pp | 78.6%-12.7pp | 67.7%-1.7pp |
| Annual return | 16.30% | 16.73%-0.4pp | 70.21%-53.9pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,026 | $2,954-31.4% | $4,348-53.4% | $2,757-26.5% |
| Participant deferral / active EE | $4,091 | $4,476-8.6% | $6,035-32.2% | $4,300-4.9% |
| Admin fee / account holder | $304 | $8,221-96.3% | $12,696-97.6% | $6,925-95.6% |