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 | $72,636 | $73,787-1.6% | $98,716-26.4% | $82,448-11.9% |
| Participation rate | 64.9% | 61.4%+3.5pp | 69.3%-4.4pp | 68.1%-3.2pp |
| Annual return | 17.21% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $528 | $1,511-65.0% | $2,279-76.8% | $2,551-79.3% |
| Participant deferral / active EE | $2,994 | $3,081-2.8% | $4,048-26.0% | $4,139-27.7% |
| Admin fee / account holder | $1,796 | $6,500-72.4% | $8,703-79.4% | $7,234-75.2% |