Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $77,179 | $77,962-1.0% | $178,540-56.8% | $80,935-4.6% |
| Participation rate | 69.8% | 65.7%+4.1pp | 77.1%-7.3pp | 67.7%+2.1pp |
| Annual return | 20.67% | 18.10%+2.6pp | 27.15%-6.5pp | 35.66%-15.0pp |
| Employer contribution / active EE | $6,089 | $2,280+167.0% | $3,953+54.0% | $2,757+120.9% |
| Participant deferral / active EE | $10,759 | $4,404+144.3% | $6,281+71.3% | $4,299+150.2% |
| Admin fee / account holder | $1,014 | $7,156-85.8% | $10,424-90.3% | $6,924-85.4% |