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 | $68,559 | $56,200+22.0% | $67,653+1.3% | $59,633+15.0% |
| Participation rate | 69.9% | 71.5%-1.6pp | 75.7%-5.8pp | 68.7%+1.2pp |
| Annual return | 1.28% | 18506.71%-18505.4pp | 6625.22%-6623.9pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $1,319 | $1,615-18.3% | $2,266-41.8% | $2,203-40.1% |
| Participant deferral / active EE | $7,358 | $2,843+158.8% | $3,560+106.7% | $3,192+130.5% |
| Admin fee / account holder | $2,022 | $3,959-48.9% | $4,821-58.1% | $4,297-53.0% |