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 | $73,908 | $162,967-54.6% | $135,792-45.6% | $138,895-46.8% |
| Participation rate | 59.1% | 78.3%-19.2pp | 72.6%-13.5pp | 79.9%-20.8pp |
| Annual return | 15.38% | 30.08%-14.7pp | 25.96%-10.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,013 | $4,211-52.2% | $3,496-42.4% | $4,194-52.0% |
| Participant deferral / active EE | $3,987 | $5,640-29.3% | $4,759-16.2% | $6,396-37.7% |
| Admin fee / account holder | $19,416 | $15,306+26.9% | $12,266+58.3% | $12,562+54.6% |