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 | $69,127 | $71,523-3.4% | $98,461-29.8% | $71,511-3.3% |
| Participation rate | 60.0% | 72.7%-12.7pp | 75.2%-15.2pp | 67.9%-7.9pp |
| Annual return | 19.27% | 32.43%-13.2pp | 21.17%-1.9pp | 28.86%-9.6pp |
| Employer contribution / active EE | $899 | $2,399-62.6% | $3,049-70.5% | $2,589-65.3% |
| Participant deferral / active EE | $2,201 | $4,109-46.4% | $4,738-53.6% | $4,291-48.7% |
| Admin fee / account holder | $3,008 | $1,676+79.5% | $8,961-66.4% | $1,588+89.3% |