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 | $68,304 | $84,236-18.9% | $170,435-59.9% | $70,126-2.6% |
| Participation rate | 67.6% | 70.8%-3.3pp | 83.6%-16.0pp | 69.5%-2.0pp |
| Annual return | 24.83% | 23.06%+1.8pp | 205.94%-181.1pp | 73.15%-48.3pp |
| Employer contribution / active EE | $4,713 | $3,387+39.1% | $5,432-13.2% | $2,343+101.2% |
| Participant deferral / active EE | $10,231 | $3,086+231.6% | $4,939+107.1% | $3,332+207.1% |
| Admin fee / account holder | $6,016 | $5,698+5.6% | $13,881-56.7% | $4,645+29.5% |