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 | $68,959 | $61,605+11.9% | $112,273-38.6% | $75,173-8.3% |
| Participation rate | 62.0% | 61.7%+0.3pp | 72.4%-10.4pp | 67.2%-5.2pp |
| Annual return | 14.25% | 28.47%-14.2pp | 30.23%-16.0pp | 160.72%-146.5pp |
| Employer contribution / active EE | $1,391 | $2,015-31.0% | $3,431-59.4% | $2,671-47.9% |
| Participant deferral / active EE | $3,418 | $3,108+10.0% | $4,800-28.8% | $4,126-17.2% |
| Admin fee / account holder | $6,521 | $4,862+34.1% | $7,752-15.9% | $5,651+15.4% |