Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,793 | $95,404-19.5% | $113,397-32.3% | $82,637-7.1% |
| Participation rate | 68.7% | 72.8%-4.2pp | 76.5%-7.8pp | 68.1%+0.6pp |
| Annual return | 14.12% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,336 | $2,307-42.1% | $2,977-55.1% | $2,552-47.6% |
| Participant deferral / active EE | $3,909 | $4,220-7.4% | $5,076-23.0% | $4,126-5.3% |
| Admin fee / account holder | $15,026 | $9,168+63.9% | $11,957+25.7% | $7,339+104.7% |