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 | $62,925 | $57,140+10.1% | $85,240-26.2% | $80,959-22.3% |
| Participation rate | 66.7% | 56.4%+10.3pp | 67.5%-0.9pp | 67.7%-1.0pp |
| Annual return | 60.93% | 21.71%+39.2pp | 66.75%-5.8pp | 35.67%+25.3pp |
| Employer contribution / active EE | $1,921 | $1,802+6.6% | $2,735-29.8% | $2,757-30.3% |
| Participant deferral / active EE | $3,504 | $3,115+12.5% | $4,527-22.6% | $4,300-18.5% |
| Admin fee / account holder | $778 | $4,992-84.4% | $6,165-87.4% | $6,925-88.8% |