Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $73,889 | $106,524-30.6% | $152,301-51.5% | $87,485-15.5% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.4%-18.8pp | 68.9%-5.3pp |
| Annual return | 17.42% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $3,778 | $3,371+12.1% | $4,624-18.3% | $2,596+45.5% |
| Participant deferral / active EE | $8,040 | $6,525+23.2% | $8,004+0.5% | $4,274+88.1% |
| Admin fee / account holder | $15,446 | $8,287+86.4% | $14,398+7.3% | $7,775+98.7% |