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 | $62,885 | $77,574-18.9% | $108,753-42.2% | $86,983-27.7% |
| Participation rate | 67.4% | 62.3%+5.1pp | 71.1%-3.6pp | 69.5%-2.1pp |
| Annual return | 19.07% | 18.42%+0.6pp | 37.47%-18.4pp | 25.83%-6.8pp |
| Employer contribution / active EE | $2,325 | $1,611+44.4% | $2,427-4.2% | $2,584-10.0% |
| Participant deferral / active EE | $3,828 | $3,128+22.4% | $4,115-7.0% | $4,194-8.7% |
| Admin fee / account holder | $948 | $6,529-85.5% | $10,320-90.8% | $7,856-87.9% |