Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,736 | $81,358-16.7% | $155,556-56.5% | $80,959-16.3% |
| Participation rate | 65.7% | 66.3%-0.6pp | 78.2%-12.5pp | 67.7%-2.0pp |
| Annual return | 17.03% | 33.39%-16.4pp | 64.84%-47.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $3,425 | $3,106+10.3% | $4,675-26.7% | $2,757+24.2% |
| Participant deferral / active EE | $3,760 | $3,455+8.8% | $5,631-33.2% | $4,300-12.6% |
| Admin fee / account holder | $357 | $7,994-95.5% | $15,885-97.8% | $6,925-94.8% |