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 | $75,007 | $71,230+5.3% | $93,727-20.0% | $80,959-7.4% |
| Participation rate | 65.0% | 60.4%+4.6pp | 68.7%-3.7pp | 67.7%-2.7pp |
| Annual return | 11.86% | 11.26%+0.6pp | 133.83%-122.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,667 | $1,565+6.5% | $2,421-31.2% | $2,757-39.6% |
| Participant deferral / active EE | $1,814 | $4,037-55.1% | $4,417-58.9% | $4,300-57.8% |
| Admin fee / account holder | $1,320 | $6,961-81.0% | $8,292-84.1% | $6,925-80.9% |