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 | $72,851 | $172,111-57.7% | $150,298-51.5% | $137,256-46.9% |
| Participation rate | 60.9% | 81.7%-20.8pp | 77.8%-16.9pp | 80.0%-19.1pp |
| Annual return | 18.64% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,871 | $4,636-59.6% | $4,154-55.0% | $4,156-55.0% |
| Participant deferral / active EE | $3,838 | $6,166-37.7% | $5,453-29.6% | $6,407-40.1% |
| Admin fee / account holder | $6,128 | $16,471-62.8% | $14,116-56.6% | $12,270-50.1% |