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 | $74,814 | $103,164-27.5% | $90,259-17.1% | $154,746-51.7% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 12.10% | 19.25%-7.2pp | 18.88%-6.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,172 | $2,532-53.7% | $2,291-48.9% | $4,379-73.2% |
| Participant deferral / active EE | $1,625 | $4,422-63.3% | $3,827-57.5% | $6,730-75.9% |
| Admin fee / account holder | $1,687 | $8,593-80.4% | $7,267-76.8% | $14,365-88.3% |