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 | $93,293 | $95,453-2.3% | $112,040-16.7% | $82,448+13.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.57% | 23.92%-8.4pp | 24.52%-8.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,006 | $2,318-13.5% | $2,954-32.1% | $2,551-21.4% |
| Participant deferral / active EE | $3,320 | $4,224-21.4% | $5,098-34.9% | $4,139-19.8% |
| Admin fee / account holder | $22,318 | $9,013+147.6% | $12,098+84.5% | $7,234+208.5% |