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 | $64,792 | $48,078+34.8% | $78,676-17.6% | $62,881+3.0% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.6%-4.5pp | 69.3%-0.3pp |
| Annual return | 8.44% | 31.36%-22.9pp | 62.19%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,060 | $2,015+2.3% | $2,850-27.7% | $2,281-9.7% |
| Participant deferral / active EE | $4,076 | $2,587+57.6% | $3,517+15.9% | $3,203+27.3% |
| Admin fee / account holder | $2,225 | $3,206-30.6% | $4,510-50.7% | $4,296-48.2% |