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 | $60,119 | $185,312-67.6% | $161,489-62.8% | $154,746-61.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.22% | 103.84%-82.6pp | 89.72%-68.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,794 | $4,769-62.4% | $4,268-58.0% | $4,379-59.0% |
| Participant deferral / active EE | $4,742 | $6,350-25.3% | $5,630-15.8% | $6,730-29.5% |
| Admin fee / account holder | $2,027 | $18,654-89.1% | $16,006-87.3% | $14,365-85.9% |