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 | $62,806 | $63,114-0.5% | $92,915-32.4% | $65,186-3.7% |
| Participation rate | 36.4% | 68.8%-32.4pp | 76.0%-39.6pp | 70.2%-33.8pp |
| Annual return | 71.90% | 28.75%+43.1pp | 109.45%-37.5pp | 29.39%+42.5pp |
| Employer contribution / active EE | $1,669 | $2,571-35.1% | $3,653-54.3% | $2,177-23.3% |
| Participant deferral / active EE | $3,977 | $3,108+28.0% | $4,238-6.2% | $3,514+13.2% |
| Admin fee / account holder | $343 | $624-45.0% | $5,796-94.1% | $847-59.5% |