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 | $70,749 | $81,446-13.1% | $103,374-31.6% | $80,874-12.5% |
| Participation rate | 62.5% | 66.9%-4.4pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 10.62% | 25.57%-14.9pp | 24.89%-14.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,982 | $3,107-36.2% | $3,869-48.8% | $2,756-28.1% |
| Participant deferral / active EE | $4,631 | $3,870+19.7% | $5,058-8.4% | $4,297+7.8% |
| Admin fee / account holder | $5,101 | $6,715-24.0% | $8,394-39.2% | $6,935-26.4% |