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 | $67,701 | $86,298-21.5% | $111,308-39.2% | $85,847-21.1% |
| Participation rate | 53.8% | 73.3%-19.5pp | 77.3%-23.5pp | 69.3%-15.5pp |
| Annual return | 15.40% | 19.99%-4.6pp | 54.67%-39.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $1,969 | $2,044-3.7% | $2,732-27.9% | $2,565-23.2% |
| Participant deferral / active EE | $4,432 | $3,641+21.7% | $4,487-1.2% | $3,952+12.1% |
| Admin fee / account holder | $11,614 | $8,189+41.8% | $7,965+45.8% | $6,261+85.5% |