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 | $90,814 | $124,425-27.0% | $112,040-18.9% | $137,256-33.8% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.5%-21.5pp | 80.0%-25.0pp |
| Annual return | 20.42% | 24.72%-4.3pp | 24.52%-4.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,591 | $3,411-53.4% | $2,954-46.1% | $4,156-61.7% |
| Participant deferral / active EE | $3,121 | $5,718-45.4% | $5,098-38.8% | $6,407-51.3% |
| Admin fee / account holder | $949 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |