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 | $70,332 | $106,864-34.2% | $147,318-52.3% | $82,637-14.9% |
| Participation rate | 67.6% | 75.5%-7.9pp | 82.1%-14.4pp | 68.1%-0.4pp |
| Annual return | 14.24% | 27.49%-13.3pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,707 | $3,417-50.0% | $4,593-62.8% | $2,552-33.1% |
| Participant deferral / active EE | $3,018 | $6,496-53.5% | $7,906-61.8% | $4,126-26.8% |
| Admin fee / account holder | $6,231 | $8,415-26.0% | $13,708-54.5% | $7,339-15.1% |