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 | $70,996 | $58,311+21.8% | $81,882-13.3% | $80,959-12.3% |
| Participation rate | 69.6% | 63.5%+6.1pp | 72.4%-2.8pp | 67.7%+1.9pp |
| Annual return | 14.27% | 41.85%-27.6pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,392 | $2,347+1.9% | $2,916-18.0% | $2,757-13.3% |
| Participant deferral / active EE | $4,500 | $3,287+36.9% | $4,323+4.1% | $4,300+4.6% |
| Admin fee / account holder | $2,145 | $4,752-54.9% | $7,360-70.9% | $6,925-69.0% |