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 | $76,758 | $58,627+30.9% | $76,7350% | $82,448-6.9% |
| Participation rate | 62.5% | 63.2%-0.7pp | 69.5%-7.0pp | 68.1%-5.6pp |
| Annual return | 15.89% | 39.10%-23.2pp | 29.77%-13.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,881 | $1,729+8.8% | $2,454-23.4% | $2,551-26.3% |
| Participant deferral / active EE | $4,030 | $3,134+28.6% | $4,088-1.4% | $4,139-2.6% |
| Admin fee / account holder | $5,150 | $5,323-3.2% | $7,189-28.4% | $7,234-28.8% |