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 | $77,472-2.0% | $100,415-24.4% | $80,959-6.2% |
| Participation rate | 62.3% | 76.9%-14.7pp | 81.5%-19.2pp | 67.7%-5.4pp |
| Annual return | 14.02% | 37.26%-23.2pp | 49.47%-35.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,778 | $2,800-0.8% | $3,943-29.6% | $2,757+0.7% |
| Participant deferral / active EE | $7,458 | $6,818+9.4% | $8,091-7.8% | $4,300+73.4% |
| Admin fee / account holder | $4,576 | $5,885-22.2% | $7,906-42.1% | $6,925-33.9% |