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 | $61,065 | $60,349+1.2% | $74,184-17.7% | $62,881-2.9% |
| Participation rate | 69.0% | 72.7%-3.8pp | 76.6%-7.7pp | 69.3%-0.3pp |
| Annual return | 7.18% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,674 | $1,680-0.4% | $2,370-29.4% | $2,281-26.6% |
| Participant deferral / active EE | $5,838 | $2,856+104.4% | $3,550+64.5% | $3,203+82.3% |
| Admin fee / account holder | $3,474 | $4,261-18.5% | $5,586-37.8% | $4,296-19.1% |