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 | $75,356 | $76,383-1.3% | $121,663-38.1% | $64,340+17.1% |
| Participation rate | 54.9% | 60.4%-5.6pp | 74.5%-19.6pp | 55.2%-0.4pp |
| Annual return | 18.76% | 16.98%+1.8pp | 147.54%-128.8pp | 24.14%-5.4pp |
| Employer contribution / active EE | $2,061 | $1,943+6.1% | $3,020-31.8% | $1,862+10.7% |
| Participant deferral / active EE | $3,903 | $3,149+23.9% | $4,887-20.1% | $2,980+31.0% |
| Admin fee / account holder | $4,497 | $4,142+8.6% | $14,289-68.5% | $3,703+21.5% |