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 | $69,496 | $78,428-11.4% | $95,960-27.6% | $79,852-13.0% |
| Participation rate | 65.2% | 73.5%-8.3pp | 77.1%-11.9pp | 69.6%-4.4pp |
| Annual return | 14.64% | 19.37%-4.7pp | 91.63%-77.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $533 | $1,945-72.6% | $2,541-79.0% | $2,471-78.4% |
| Participant deferral / active EE | $3,818 | $3,440+11.0% | $4,167-8.4% | $3,740+2.1% |
| Admin fee / account holder | $4,609 | $5,622-18.0% | $6,797-32.2% | $5,306-13.1% |