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 | $73,540 | $81,487-9.8% | $102,412-28.2% | $80,935-9.1% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.7%-13.8pp |
| Annual return | 16.46% | 25.60%-9.1pp | 24.94%-8.5pp | 35.66%-19.2pp |
| Employer contribution / active EE | $2,353 | $3,103-24.2% | $3,870-39.2% | $2,757-14.7% |
| Participant deferral / active EE | $7,037 | $3,871+81.8% | $5,060+39.1% | $4,299+63.7% |
| Admin fee / account holder | $10,549 | $6,717+57.0% | $8,388+25.8% | $6,924+52.4% |