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 | $112,491 | $80,992+38.9% | $96,534+16.5% | $75,173+49.6% |
| Participation rate | 42.9% | 71.8%-28.9pp | 76.0%-33.1pp | 67.2%-24.3pp |
| Annual return | 14.23% | 27.05%-12.8pp | 25.88%-11.7pp | 160.72%-146.5pp |
| Employer contribution / active EE | $15,186 | $2,283+565.3% | $2,965+412.1% | $2,671+468.6% |
| Participant deferral / active EE | $3,055 | $3,929-22.2% | $4,851-37.0% | $4,126-26.0% |
| Admin fee / account holder | $1,750 | $6,717-74.0% | $8,253-78.8% | $5,651-69.0% |