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 | $74,100 | $89,259-17.0% | $107,187-30.9% | $82,637-10.3% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.6pp | 68.1%+1.3pp |
| Annual return | 17.55% | 21.02%-3.5pp | 204.55%-187.0pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,520 | $3,080-18.2% | $3,782-33.4% | $2,552-1.2% |
| Participant deferral / active EE | $5,091 | $4,037+26.1% | $5,096-0.1% | $4,126+23.4% |
| Admin fee / account holder | $1,680 | $7,381-77.2% | $9,162-81.7% | $7,339-77.1% |