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 | $68,563 | $39,132+75.2% | $57,196+19.9% | $62,881+9.0% |
| Participation rate | 54.1% | 70.5%-16.4pp | 75.3%-21.2pp | 69.3%-15.2pp |
| Annual return | 8.27% | 9.24%-1.0pp | 14.59%-6.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,122 | $1,874-40.1% | $2,683-58.2% | $2,281-50.8% |
| Participant deferral / active EE | $2,608 | $2,374+9.8% | $3,096-15.8% | $3,203-18.6% |
| Admin fee / account holder | $16,727 | $2,594+544.9% | $3,141+432.6% | $4,296+289.4% |