Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,271 | $81,487-8.9% | $102,412-27.5% | $80,935-8.2% |
| Participation rate | 54.5% | 66.8%-12.3pp | 74.5%-20.0pp | 67.7%-13.1pp |
| Annual return | 11.66% | 25.60%-13.9pp | 24.94%-13.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,620 | $3,103-47.8% | $3,870-58.1% | $2,757-41.2% |
| Participant deferral / active EE | $6,240 | $3,871+61.2% | $5,060+23.3% | $4,299+45.1% |
| Admin fee / account holder | $1,706 | $6,717-74.6% | $8,388-79.7% | $6,924-75.4% |