Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,080 | $89,259-30.4% | $107,187-42.1% | $82,637-24.9% |
| Participation rate | 68.6% | 67.9%+0.6pp | 75.0%-6.4pp | 68.1%+0.5pp |
| Annual return | 16.53% | 21.02%-4.5pp | 204.55%-188.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,342 | $3,080-24.0% | $3,782-38.1% | $2,552-8.2% |
| Participant deferral / active EE | $6,539 | $4,037+62.0% | $5,096+28.3% | $4,126+58.5% |
| Admin fee / account holder | $3,200 | $7,381-56.6% | $9,162-65.1% | $7,339-56.4% |