Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $68,473 | $79,089-13.4% | $100,392-31.8% | $74,459-8.0% |
| Participation rate | 67.0% | 79.4%-12.4pp | 81.5%-14.5pp | 67.2%-0.2pp |
| Annual return | 15.61% | 20.61%-5.0pp | 49.45%-33.8pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $2,431 | $3,015-19.4% | $3,941-38.3% | $2,626-7.4% |
| Participant deferral / active EE | $4,652 | $7,747-40.0% | $8,090-42.5% | $4,350+6.9% |
| Admin fee / account holder | $3,346 | $1,336+150.4% | $7,904-57.7% | $1,945+72.0% |