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 | $79,181 | $86,922-8.9% | $102,438-22.7% | $80,874-2.1% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.6%-10.8pp |
| Annual return | 26.01% | 18.90%+7.1pp | 29.37%-3.4pp | 35.62%-9.6pp |
| Employer contribution / active EE | $6,549 | $2,369+176.4% | $3,024+116.6% | $2,756+137.6% |
| Participant deferral / active EE | $4,137 | $4,119+0.4% | $5,054-18.1% | $4,297-3.7% |
| Admin fee / account holder | $721 | $8,050-91.0% | $9,448-92.4% | $6,935-89.6% |