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 | $73,037 | $85,515-14.6% | $112,040-34.8% | $67,986+7.4% |
| Participation rate | 63.8% | 68.2%-4.4pp | 76.5%-12.7pp | 57.2%+6.6pp |
| Annual return | 13.72% | 29.68%-16.0pp | 24.52%-10.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $2,102 | $2,191-4.1% | $2,954-28.8% | $2,019+4.1% |
| Participant deferral / active EE | $4,125 | $4,014+2.8% | $5,098-19.1% | $3,358+22.9% |
| Admin fee / account holder | $671 | $3,774-82.2% | $12,098-94.5% | $3,203-79.1% |