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 | $90,743 | $228,352-60.3% | $185,827-51.2% | $158,950-42.9% |
| Participation rate | 64.7% | 82.3%-17.6pp | 78.0%-13.3pp | 82.0%-17.3pp |
| Annual return | 19.64% | 40.81%-21.2pp | 35.96%-16.3pp | 302.91%-283.3pp |
| Employer contribution / active EE | $949 | $4,967-80.9% | $4,087-76.8% | $4,762-80.1% |
| Participant deferral / active EE | $4,680 | $6,416-27.1% | $5,633-16.9% | $5,983-21.8% |
| Admin fee / account holder | $925 | $11,867-92.2% | $9,502-90.3% | $11,248-91.8% |