Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,024 | $106,588-34.3% | $94,215-25.7% | $155,188-54.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 20.01% | 29.39%-9.4pp | 28.22%-8.2pp | 148.84%-128.8pp |
| Employer contribution / active EE | $3,225 | $3,080+4.7% | $2,675+20.5% | $4,248-24.1% |
| Participant deferral / active EE | $4,309 | $4,802-10.3% | $4,276+0.8% | $6,531-34.0% |
| Admin fee / account holder | $1,306 | $12,281-89.4% | $10,216-87.2% | $14,480-91.0% |