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 | $113,843 | $115,225-1.2% | $100,712+13.0% | $138,895-18.0% |
| Participation rate | 41.7% | 74.3%-32.7pp | 69.3%-27.6pp | 79.9%-38.3pp |
| Annual return | 14.05% | 40.35%-26.3pp | 33.27%-19.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $746 | $2,771-73.1% | $2,313-67.8% | $4,194-82.2% |
| Participant deferral / active EE | $6,223 | $4,699+32.4% | $4,085+52.3% | $6,396-2.7% |
| Admin fee / account holder | $880 | $10,844-91.9% | $9,256-90.5% | $12,562-93.0% |