Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,666 | $78,520-11.3% | $96,576-27.9% | $82,448-15.5% |
| Participation rate | 59.3% | 77.7%-18.5pp | 81.4%-22.2pp | 68.1%-8.8pp |
| Annual return | 20.62% | 41.30%-20.7pp | 38.47%-17.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $3,005 | $2,630+14.3% | $3,553-15.4% | $2,551+17.8% |
| Participant deferral / active EE | $6,301 | $6,754-6.7% | $7,956-20.8% | $4,139+52.2% |
| Admin fee / account holder | $3,894 | $13,455-71.1% | $11,381-65.8% | $7,234-46.2% |