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 | $174,379-58.2% | $152,093-52.1% | $138,895-47.5% |
| Participation rate | 60.9% | 81.6%-20.8pp | 77.8%-16.9pp | 79.9%-19.0pp |
| Annual return | 18.64% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,871 | $4,652-59.8% | $4,175-55.2% | $4,194-55.4% |
| Participant deferral / active EE | $3,838 | $6,159-37.7% | $5,451-29.6% | $6,396-40.0% |
| Admin fee / account holder | $6,128 | $16,880-63.7% | $14,497-57.7% | $12,562-51.2% |