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 | $181,062-59.8% | $158,223-54.0% | $155,188-53.1% |
| Participation rate | 60.9% | 82.7%-21.8pp | 79.2%-18.3pp | 80.8%-19.9pp |
| Annual return | 18.64% | 57.39%-38.7pp | 52.09%-33.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,871 | $4,565-59.0% | $4,109-54.5% | $4,248-55.9% |
| Participant deferral / active EE | $3,838 | $6,134-37.4% | $5,467-29.8% | $6,531-41.2% |
| Admin fee / account holder | $6,128 | $18,825-67.4% | $16,047-61.8% | $14,480-57.7% |