Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,955 | $79,955-11.3% | $98,461-27.9% | $75,173-5.6% |
| Participation rate | 60.4% | 70.4%-10.0pp | 75.2%-14.8pp | 67.2%-6.8pp |
| Annual return | 16.85% | 19.75%-2.9pp | 21.17%-4.3pp | 160.72%-143.9pp |
| Employer contribution / active EE | $3,738 | $2,264+65.1% | $3,049+22.6% | $2,671+40.0% |
| Participant deferral / active EE | $4,984 | $3,752+32.8% | $4,738+5.2% | $4,126+20.8% |
| Admin fee / account holder | $6,366 | $6,841-6.9% | $8,961-29.0% | $5,651+12.7% |