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 | $75,309 | $108,212-30.4% | $77,513-2.8% | $158,966-52.6% |
| Participation rate | 31.6% | 64.4%-32.8pp | 54.2%-22.6pp | 82.0%-50.4pp |
| Annual return | 17.10% | 31.67%-14.6pp | 54.81%-37.7pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,338 | $1,325+1.0% | $987+35.6% | $4,762-71.9% |
| Participant deferral / active EE | $3,836 | $2,455+56.2% | $1,861+106.1% | $5,983-35.9% |
| Admin fee / account holder | $4,977 | $3,709+34.2% | $2,859+74.1% | $11,250-55.8% |