Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $74,604 | $83,485-10.6% | $125,192-40.4% | $72,975+2.2% |
| Participation rate | 67.3% | 73.3%-6.0pp | 79.8%-12.4pp | 69.5%-2.1pp |
| Annual return | 22.09% | 25.77%-3.7pp | 43.79%-21.7pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,292 | $2,346-44.9% | $3,866-66.6% | $2,440-47.0% |
| Participant deferral / active EE | $2,360 | $3,586-34.2% | $4,937-52.2% | $3,608-34.6% |
| Admin fee / account holder | $498 | $5,518-91.0% | $9,704-94.9% | $5,124-90.3% |