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 | $73,928 | $51,638+43.2% | $68,368+8.1% | $82,448-10.3% |
| Participation rate | 68.2% | 63.6%+4.6pp | 73.8%-5.6pp | 68.1%+0.1pp |
| Annual return | 14.74% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,207 | $2,047+7.8% | $2,649-16.7% | $2,551-13.5% |
| Participant deferral / active EE | $3,582 | $2,914+22.9% | $4,123-13.1% | $4,139-13.5% |
| Admin fee / account holder | $2,262 | $4,643-51.3% | $5,150-56.1% | $7,234-68.7% |