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 | $65,889 | $139,948-52.9% | $121,663-45.8% | $154,746-57.4% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.5%-18.9pp | 80.7%-25.1pp |
| Annual return | 17.32% | 230.52%-213.2pp | 147.54%-130.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,514 | $3,521-57.0% | $3,020-49.9% | $4,379-65.4% |
| Participant deferral / active EE | $7,491 | $5,629+33.1% | $4,887+53.3% | $6,730+11.3% |
| Admin fee / account holder | $685 | $17,321-96.0% | $14,289-95.2% | $14,365-95.2% |