Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $91,430 | $77,962+17.3% | $178,540-48.8% | $80,935+13.0% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.6pp | 67.7%-29.2pp |
| Annual return | 15.02% | 18.10%-3.1pp | 27.15%-12.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,918 | $2,280+28.0% | $3,953-26.2% | $2,757+5.8% |
| Participant deferral / active EE | $6,099 | $4,404+38.5% | $6,281-2.9% | $4,299+41.9% |
| Admin fee / account holder | $2,865 | $7,156-60.0% | $10,424-72.5% | $6,924-58.6% |