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 | $76,834-18.2% | $108,359-42.0% | $87,485-28.1% |
| Participation rate | 67.4% | 61.7%+5.7pp | 70.1%-2.7pp | 68.9%-1.5pp |
| Annual return | 19.07% | 19.09%0pp | 36.89%-17.8pp | 26.06%-7.0pp |
| Employer contribution / active EE | $2,325 | $1,556+49.4% | $2,399-3.1% | $2,596-10.4% |
| Participant deferral / active EE | $3,828 | $3,100+23.5% | $4,137-7.5% | $4,274-10.4% |
| Admin fee / account holder | $948 | $6,537-85.5% | $9,741-90.3% | $7,775-87.8% |