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 | $87,268 | $254,759-65.7% | $216,567-59.7% | $198,609-56.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 14.75% | 10.04%+4.7pp | 12.94%+1.8pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,609 | $6,096-57.2% | $5,216-50.0% | $5,055-48.4% |
| Participant deferral / active EE | $5,971 | $6,948-14.1% | $6,191-3.6% | $6,977-14.4% |
| Admin fee / account holder | $27,319 | $26,311+3.8% | $21,981+24.3% | $19,030+43.6% |