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 | $73,014 | $68,852+6.0% | $120,524-39.4% | $80,925-9.8% |
| Participation rate | 68.6% | 61.6%+6.9pp | 71.9%-3.4pp | 67.7%+0.9pp |
| Annual return | 13.86% | 23.67%-9.8pp | 107.36%-93.5pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,547 | $2,063-25.0% | $3,469-55.4% | $2,756-43.9% |
| Participant deferral / active EE | $2,300 | $3,187-27.8% | $4,994-53.9% | $4,299-46.5% |
| Admin fee / account holder | $1,854 | $5,781-67.9% | $9,440-80.4% | $6,940-73.3% |