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 | $75,237 | $73,532+2.3% | $178,540-57.9% | $74,459+1.0% |
| Participation rate | 62.2% | 66.6%-4.4pp | 77.1%-14.9pp | 67.2%-5.0pp |
| Annual return | 17.13% | 17.51%-0.4pp | 27.15%-10.0pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $1,848 | $2,221-16.8% | $3,953-53.2% | $2,626-29.6% |
| Participant deferral / active EE | $7,977 | $4,519+76.5% | $6,281+27.0% | $4,350+83.4% |
| Admin fee / account holder | $6,453 | $1,813+256.0% | $10,424-38.1% | $1,945+231.8% |