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 | $76,992 | $104,098-26.0% | $140,514-45.2% | $94,015-18.1% |
| Participation rate | 68.1% | 73.7%-5.6pp | 77.8%-9.7pp | 70.8%-2.7pp |
| Annual return | 13.94% | 15.14%-1.2pp | 14.36%-0.4pp | 17.84%-3.9pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,194 | $4,033+4.0% | $4,919-14.7% | $4,249-1.3% |
| Admin fee / account holder | $4,205 | $10,439-59.7% | $13,697-69.3% | $8,951-53.0% |