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 | $73,669 | $109,359-32.6% | $162,171-54.6% | $72,983+0.9% |
| Participation rate | 57.7% | 84.3%-26.6pp | 87.6%-29.9pp | 69.5%-11.8pp |
| Annual return | 20.95% | 25.46%-4.5pp | 115.60%-94.7pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,305 | $3,907-66.6% | $5,613-76.7% | $2,440-46.5% |
| Participant deferral / active EE | $3,029 | $5,481-44.7% | $7,297-58.5% | $3,608-16.0% |
| Admin fee / account holder | $398 | $7,972-95.0% | $10,843-96.3% | $5,124-92.2% |