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 | $86,260 | $73,978+16.6% | $96,515-10.6% | $75,173+14.7% |
| Participation rate | 67.3% | 66.4%+0.9pp | 74.3%-7.0pp | 67.2%+0.1pp |
| Annual return | 14.70% | 26.72%-12.0pp | 35.73%-21.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $2,407 | $2,931-17.9% | $3,740-35.6% | $2,671-9.9% |
| Participant deferral / active EE | $5,782 | $3,660+58.0% | $4,880+18.5% | $4,126+40.1% |
| Admin fee / account holder | $8,475 | $5,219+62.4% | $6,735+25.8% | $5,651+50.0% |