Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,192 | $73,978+5.7% | $96,515-19.0% | $75,173+4.0% |
| Participation rate | 63.8% | 66.4%-2.6pp | 74.3%-10.5pp | 67.2%-3.4pp |
| Annual return | 16.49% | 26.72%-10.2pp | 35.73%-19.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,551 | $2,931-13.0% | $3,740-31.8% | $2,671-4.5% |
| Participant deferral / active EE | $4,616 | $3,660+26.1% | $4,880-5.4% | $4,126+11.9% |
| Admin fee / account holder | $1,508 | $5,219-71.1% | $6,735-77.6% | $5,651-73.3% |