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 | $75,953 | $77,460-1.9% | $100,378-24.3% | $80,925-6.1% |
| Participation rate | 62.3% | 76.9%-14.7pp | 81.5%-19.2pp | 67.7%-5.4pp |
| Annual return | 14.02% | 37.24%-23.2pp | 49.41%-35.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,778 | $2,801-0.8% | $3,942-29.5% | $2,756+0.8% |
| Participant deferral / active EE | $7,458 | $6,818+9.4% | $8,087-7.8% | $4,299+73.5% |
| Admin fee / account holder | $4,576 | $5,887-22.3% | $7,899-42.1% | $6,940-34.1% |