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 | $72,658 | $107,733-32.6% | $92,985-21.9% | $154,746-53.0% |
| Participation rate | 69.2% | 74.6%-5.3pp | 69.5%-0.3pp | 80.7%-11.5pp |
| Annual return | 11.95% | 30.39%-18.4pp | 27.99%-16.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,769 | $3,126-43.4% | $2,662-33.5% | $4,379-59.6% |
| Participant deferral / active EE | $5,826 | $5,053+15.3% | $4,377+33.1% | $6,730-13.4% |
| Admin fee / account holder | $56,318 | $11,369+395.4% | $9,463+495.1% | $14,365+292.0% |