Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $68,769 | $199,109-65.5% | $173,730-60.4% | $154,746-55.6% |
| Participation rate | 26.7% | 82.8%-56.1pp | 79.6%-52.9pp | 80.7%-54.0pp |
| Annual return | 19.63% | 20.02%-0.4pp | 19.96%-0.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,476 | $5,311-72.2% | $4,577-67.8% | $4,379-66.3% |
| Participant deferral / active EE | $3,887 | $7,113-45.4% | $6,326-38.6% | $6,730-42.3% |
| Admin fee / account holder | $976 | $20,916-95.3% | $17,523-94.4% | $14,365-93.2% |