Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,806 | $101,778+1.0% | $164,975-37.7% | $80,925+27.0% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.7%-3.4pp |
| Annual return | 12.79% | 16.73%-3.9pp | 70.12%-57.3pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,961 | $2,954-33.6% | $4,343-54.8% | $2,756-28.8% |
| Participant deferral / active EE | $4,479 | $4,477+0.1% | $6,033-25.8% | $4,299+4.2% |
| Admin fee / account holder | $3,534 | $8,221-57.0% | $12,688-72.1% | $6,940-49.1% |