Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $80,902 | $61,125+32.4% | $94,057-14.0% | $87,485-7.5% |
| Participation rate | 58.9% | 64.1%-5.2pp | 73.3%-14.5pp | 68.9%-10.0pp |
| Annual return | 15.55% | 35.20%-19.6pp | 480.62%-465.1pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,019 | $2,136-5.5% | $2,933-31.2% | $2,596-22.2% |
| Participant deferral / active EE | $3,878 | $3,260+18.9% | $4,709-17.7% | $4,274-9.3% |
| Admin fee / account holder | $4,748 | $5,629-15.6% | $7,244-34.5% | $7,775-38.9% |