Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $68,225 | $110,379-38.2% | $102,412-33.4% | $145,884-53.2% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 24.99% | 24.84%+0.2pp | 24.94%+0.1pp | 551.85%-526.9pp |
| Employer contribution / active EE | $1,653 | $4,216-60.8% | $3,870-57.3% | $4,662-64.6% |
| Participant deferral / active EE | $5,662 | $5,622+0.7% | $5,060+11.9% | $6,690-15.4% |
| Admin fee / account holder | $748 | $9,745-92.3% | $8,388-91.1% | $13,392-94.4% |