Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $65,827 | $126,661-48.0% | $113,397-41.9% | $138,895-52.6% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 17.97% | 25.05%-7.1pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,930 | $3,456-44.2% | $2,977-35.2% | $4,194-54.0% |
| Participant deferral / active EE | $6,770 | $5,693+18.9% | $5,076+33.4% | $6,396+5.8% |
| Admin fee / account holder | $5,363 | $14,549-63.1% | $11,957-55.2% | $12,562-57.3% |