Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,370 | $81,446-7.5% | $103,374-27.1% | $80,874-6.8% |
| Participation rate | 31.3% | 66.9%-35.6pp | 74.5%-43.3pp | 67.6%-36.4pp |
| Annual return | 21.39% | 25.57%-4.2pp | 24.89%-3.5pp | 35.62%-14.2pp |
| Employer contribution / active EE | $1,142 | $3,107-63.2% | $3,869-70.5% | $2,756-58.6% |
| Participant deferral / active EE | $2,003 | $3,870-48.3% | $5,058-60.4% | $4,297-53.4% |
| Admin fee / account holder | $6,556 | $6,715-2.4% | $8,394-21.9% | $6,935-5.5% |