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 | $77,217 | $93,064-17.0% | $74,577+3.5% | $273,972-71.8% |
| Participation rate | 38.5% | 74.9%-36.5pp | 68.1%-29.6pp | 83.0%-44.6pp |
| Annual return | 8.24% | 26.18%-17.9pp | 20.47%-12.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,692 | $3,160-14.8% | $2,525+6.6% | $4,869-44.7% |
| Participant deferral / active EE | $7,558 | $4,160+81.7% | $3,458+118.5% | $5,287+42.9% |
| Admin fee / account holder | $3,175 | $5,273-39.8% | $4,138-23.3% | $10,133-68.7% |