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 | $80,865 | $52,306+54.6% | $69,779+15.9% | $62,881+28.6% |
| Participation rate | 66.7% | 67.2%-0.6pp | 71.8%-5.2pp | 69.3%-2.6pp |
| Annual return | 8.40% | 13.35%-5.0pp | 12.99%-4.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,556 | $1,799-13.5% | $2,338-33.5% | $2,281-31.8% |
| Participant deferral / active EE | $3,238 | $2,395+35.2% | $2,931+10.5% | $3,203+1.1% |
| Admin fee / account holder | $1,451 | $3,691-60.7% | $4,381-66.9% | $4,296-66.2% |