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 | $60,506 | $48,364+25.1% | $71,796-15.7% | $62,881-3.8% |
| Participation rate | 69.7% | 60.6%+9.1pp | 69.1%+0.6pp | 69.3%+0.4pp |
| Annual return | 8.51% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $539 | $1,042-48.3% | $1,924-72.0% | $2,281-76.4% |
| Participant deferral / active EE | $4,495 | $2,091+115.0% | $2,794+60.9% | $3,203+40.3% |
| Admin fee / account holder | $4,068 | $3,771+7.9% | $4,815-15.5% | $4,296-5.3% |