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 | $81,479 | $95,453-14.6% | $112,040-27.3% | $82,448-1.2% |
| Participation rate | 63.4% | 72.8%-9.4pp | 76.5%-13.1pp | 68.1%-4.7pp |
| Annual return | 17.99% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,867 | $2,318-19.4% | $2,954-36.8% | $2,551-26.8% |
| Participant deferral / active EE | $4,730 | $4,224+12.0% | $5,098-7.2% | $4,139+14.3% |
| Admin fee / account holder | $1,308 | $9,013-85.5% | $12,098-89.2% | $7,234-81.9% |