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 | $73,388 | $215,361-65.9% | $171,082-57.1% | $273,972-73.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.67% | 25.14%-19.5pp | 32.56%-26.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,806 | $4,967-63.6% | $4,002-54.9% | $4,869-62.9% |
| Participant deferral / active EE | $6,696 | $5,543+20.8% | $4,797+39.6% | $5,287+26.6% |
| Admin fee / account holder | $679 | $10,846-93.7% | $8,520-92.0% | $10,133-93.3% |