Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,364 | $106,236-24.4% | $96,496-16.7% | $139,427-42.4% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 18.87% | 38.43%-19.6pp | 35.70%-16.8pp | 373.27%-354.4pp |
| Employer contribution / active EE | $2,202 | $4,104-46.3% | $3,738-41.1% | $4,752-53.7% |
| Participant deferral / active EE | $5,526 | $5,455+1.3% | $4,879+13.3% | $6,711-17.7% |
| Admin fee / account holder | $7,412 | $7,879-5.9% | $6,731+10.1% | $11,404-35.0% |