Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $157,978 | $87,132+81.3% | $105,624+49.6% | $80,959+95.1% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.3%-11.3pp | 67.7%-3.7pp |
| Annual return | 11.14% | 17.03%-5.9pp | 116.20%-105.1pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,620 | $2,397+9.3% | $3,168-17.3% | $2,757-5.0% |
| Participant deferral / active EE | $4,585 | $3,985+15.0% | $5,013-8.5% | $4,300+6.6% |
| Admin fee / account holder | $7,946 | $8,449-6.0% | $10,961-27.5% | $6,925+14.7% |