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 | $66,972 | $54,573+22.7% | $90,970-26.4% | $73,497-8.9% |
| Participation rate | 67.0% | 61.2%+5.8pp | 69.0%-2.1pp | 70.7%-3.7pp |
| Annual return | 15.83% | 16.69%-0.9pp | 134.60%-118.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,025 | $991+104.3% | $2,122-4.6% | $2,270-10.8% |
| Participant deferral / active EE | $4,457 | $2,517+77.1% | $3,373+32.1% | $3,740+19.2% |
| Admin fee / account holder | $2,440 | $521+368.0% | $5,961-59.1% | $513+375.7% |