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 | $76,742 | $54,757+40.1% | $90,304-15.0% | $72,975+5.2% |
| Participation rate | 69.2% | 65.2%+4.1pp | 73.3%-4.0pp | 69.5%-0.3pp |
| Annual return | 26.68% | 30.63%-4.0pp | 78.13%-51.5pp | 81.01%-54.3pp |
| Employer contribution / active EE | $6,573 | $2,093+214.0% | $2,855+130.2% | $2,440+169.4% |
| Participant deferral / active EE | $6,177 | $2,887+113.9% | $3,885+59.0% | $3,608+71.2% |
| Admin fee / account holder | $6,657 | $3,973+67.5% | $5,354+24.3% | $5,124+29.9% |