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 | $69,619 | $106,749-34.8% | $145,433-52.1% | $82,448-15.6% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 19.76% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,223 | $3,444-6.4% | $4,554-29.2% | $2,551+26.4% |
| Participant deferral / active EE | $8,610 | $6,519+32.1% | $7,897+9.0% | $4,139+108.0% |
| Admin fee / account holder | $13,077 | $8,390+55.9% | $13,129-0.4% | $7,234+80.8% |