Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,276 | $174,379-56.8% | $152,093-50.5% | $138,895-45.8% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 15.53% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $977 | $4,652-79.0% | $4,175-76.6% | $4,194-76.7% |
| Participant deferral / active EE | $5,226 | $6,159-15.2% | $5,451-4.1% | $6,396-18.3% |
| Admin fee / account holder | $6,861 | $16,880-59.4% | $14,497-52.7% | $12,562-45.4% |