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 | $69,017 | $72,177-4.4% | $115,038-40.0% | $59,633+15.7% |
| Participation rate | 69.5% | 72.6%-3.1pp | 81.4%-11.9pp | 68.7%+0.8pp |
| Annual return | 0.87% | 12.02%-11.1pp | 26.14%-25.3pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,372 | $2,841-51.7% | $4,608-70.2% | $2,203-37.7% |
| Participant deferral / active EE | $2,727 | $4,783-43.0% | $6,026-54.8% | $3,192-14.6% |
| Admin fee / account holder | $2,513 | $4,927-49.0% | $8,175-69.3% | $4,297-41.5% |