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 | $69,353 | $54,763+26.6% | $90,324-23.2% | $72,976-5.0% |
| Participation rate | 65.6% | 65.2%+0.5pp | 73.3%-7.7pp | 69.5%-3.9pp |
| Annual return | 18.61% | 30.63%-12.0pp | 78.15%-59.5pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,443 | $2,093-31.1% | $2,856-49.5% | $2,440-40.9% |
| Participant deferral / active EE | $2,621 | $2,887-9.2% | $3,885-32.5% | $3,608-27.4% |
| Admin fee / account holder | $2,348 | $3,973-40.9% | $5,356-56.2% | $5,124-54.2% |