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 | $81,774 | $93,589-12.6% | $135,942-39.8% | $75,181+8.8% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 21.30% | 30.90%-9.6pp | 68.28%-47.0pp | 160.69%-139.4pp |
| Employer contribution / active EE | $3,593 | $3,537+1.6% | $4,858-26.0% | $2,671+34.6% |
| Participant deferral / active EE | $3,047 | $6,405-52.4% | $7,759-60.7% | $4,126-26.2% |
| Admin fee / account holder | $3,004 | $6,977-57.0% | $10,764-72.1% | $5,650-46.8% |