Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $90,438 | $71,197+27.0% | $93,669-3.4% | $80,925+11.8% |
| Participation rate | 60.7% | 60.4%+0.3pp | 68.7%-8.0pp | 67.7%-6.9pp |
| Annual return | 11.48% | 11.27%+0.2pp | 133.59%-122.1pp | 35.65%-24.2pp |
| Employer contribution / active EE | $2,488 | $1,565+59.0% | $2,424+2.7% | $2,756-9.7% |
| Participant deferral / active EE | $5,129 | $4,036+27.1% | $4,416+16.2% | $4,299+19.3% |
| Admin fee / account holder | $436 | $6,959-93.7% | $8,291-94.7% | $6,940-93.7% |