Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $128,996 | $73,988+74.3% | $96,538+33.6% | $75,177+71.6% |
| Participation rate | 39.7% | 66.4%-26.8pp | 74.3%-34.7pp | 67.2%-27.5pp |
| Annual return | 16.21% | 26.73%-10.5pp | 35.74%-19.5pp | 160.75%-144.5pp |
| Employer contribution / active EE | $2,016 | $2,930-31.2% | $3,740-46.1% | $2,671-24.5% |
| Participant deferral / active EE | $4,380 | $3,660+19.6% | $4,880-10.3% | $4,126+6.1% |
| Admin fee / account holder | $656 | $5,220-87.4% | $6,737-90.3% | $5,651-88.4% |