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 | $81,149 | $91,167-11.0% | $178,498-54.5% | $79,858+1.6% |
| Participation rate | 69.4% | 69.2%+0.1pp | 81.9%-12.6pp | 69.6%-0.3pp |
| Annual return | 27.59% | 24.19%+3.4pp | 151.09%-123.5pp | 31.72%-4.1pp |
| Employer contribution / active EE | $1,755 | $3,255-46.1% | $5,011-65.0% | $2,471-29.0% |
| Participant deferral / active EE | $3,779 | $3,236+16.8% | $5,202-27.4% | $3,740+1.0% |
| Admin fee / account holder | $1,599 | $6,747-76.3% | $13,985-88.6% | $5,306-69.9% |