Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,750 | $77,638-3.7% | $156,551-52.3% | $62,881+18.9% |
| Participation rate | 56.2% | 71.2%-15.0pp | 84.0%-27.8pp | 69.3%-13.1pp |
| Annual return | 8.07% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,994 | $3,444+16.0% | $5,501-27.4% | $2,281+75.1% |
| Participant deferral / active EE | $7,359 | $3,046+141.6% | $4,871+51.1% | $3,203+129.8% |
| Admin fee / account holder | $4,817 | $5,561-13.4% | $13,028-63.0% | $4,296+12.1% |