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 | $75,159 | $103,164-27.1% | $90,259-16.7% | $154,746-51.4% |
| Participation rate | 64.7% | 76.1%-11.4pp | 70.7%-6.0pp | 80.7%-16.0pp |
| Annual return | 21.53% | 19.25%+2.3pp | 18.88%+2.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $242 | $2,532-90.4% | $2,291-89.4% | $4,379-94.5% |
| Participant deferral / active EE | $1,295 | $4,422-70.7% | $3,827-66.1% | $6,730-80.8% |
| Admin fee / account holder | $2,614 | $8,593-69.6% | $7,267-64.0% | $14,365-81.8% |