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 | $50,794 | $81,476-37.7% | $102,383-50.4% | $80,925-37.2% |
| Participation rate | 67.5% | 66.8%+0.7pp | 74.5%-7.0pp | 67.7%-0.2pp |
| Annual return | 15.06% | 25.59%-10.5pp | 24.94%-9.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,831 | $3,105-8.8% | $3,870-26.9% | $2,756+2.7% |
| Participant deferral / active EE | $4,912 | $3,871+26.9% | $5,060-2.9% | $4,299+14.3% |
| Admin fee / account holder | $7,332 | $6,717+9.1% | $8,391-12.6% | $6,940+5.6% |