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 | $69,498 | $71,208-2.4% | $93,681-25.8% | $80,911-14.1% |
| Participation rate | 55.8% | 60.4%-4.6pp | 68.7%-13.0pp | 67.6%-11.9pp |
| Annual return | 10.20% | 11.27%-1.1pp | 133.47%-123.3pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,597 | $1,564+2.1% | $2,422-34.1% | $2,756-42.0% |
| Participant deferral / active EE | $3,485 | $4,035-13.6% | $4,415-21.1% | $4,297-18.9% |
| Admin fee / account holder | $17,152 | $6,951+146.8% | $8,290+106.9% | $6,935+147.3% |