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 | $104,431 | $73,955+41.2% | $96,520+8.2% | $75,181+38.9% |
| Participation rate | 27.3% | 66.4%-39.2pp | 74.3%-47.1pp | 67.2%-39.9pp |
| Annual return | 19.20% | 26.72%-7.5pp | 35.72%-16.5pp | 160.69%-141.5pp |
| Employer contribution / active EE | $2,250 | $2,930-23.2% | $3,739-39.8% | $2,671-15.7% |
| Participant deferral / active EE | $2,811 | $3,659-23.2% | $4,879-42.4% | $4,126-31.9% |
| Admin fee / account holder | $2,461 | $5,217-52.8% | $6,733-63.5% | $5,650-56.4% |