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 | $69,164 | $77,358-10.6% | $102,184-32.3% | $87,485-20.9% |
| Participation rate | 57.9% | 78.7%-20.8pp | 82.6%-24.7pp | 68.9%-11.0pp |
| Annual return | 36.91% | 41.11%-4.2pp | 31.58%+5.3pp | 26.06%+10.8pp |
| Employer contribution / active EE | $2,750 | $2,562+7.3% | $3,594-23.5% | $2,596+5.9% |
| Participant deferral / active EE | $7,062 | $6,753+4.6% | $8,309-15.0% | $4,274+65.2% |
| Admin fee / account holder | $3,864 | $6,809-43.2% | $11,609-66.7% | $7,775-50.3% |