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 | $75,968 | $81,262-6.5% | $155,602-51.2% | $80,911-6.1% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 29.71% | 33.34%-3.6pp | 64.81%-35.1pp | 35.63%-5.9pp |
| Employer contribution / active EE | $1,380 | $3,102-55.5% | $4,675-70.5% | $2,756-49.9% |
| Participant deferral / active EE | $1,489 | $3,451-56.9% | $5,629-73.6% | $4,297-65.4% |
| Admin fee / account holder | $18,009 | $7,992+125.3% | $15,923+13.1% | $6,935+159.7% |