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 | $70,807 | $50,554+40.1% | $67,681+4.6% | $87,485-19.1% |
| Participation rate | 60.3% | 67.7%-7.4pp | 73.7%-13.4pp | 68.9%-8.6pp |
| Annual return | 15.45% | 17.81%-2.4pp | 590.58%-575.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,339 | $1,988-32.6% | $2,678-50.0% | $2,596-48.4% |
| Participant deferral / active EE | $3,835 | $2,961+29.5% | $3,976-3.5% | $4,274-10.3% |
| Admin fee / account holder | $4,625 | $4,132+11.9% | $6,100-24.2% | $7,775-40.5% |