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 | $93,078 | $117,846-21.0% | $102,434-9.1% | $145,884-36.2% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 12.52% | 31.90%-19.4pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,260 | $3,615-37.5% | $3,023-25.3% | $4,662-51.5% |
| Participant deferral / active EE | $5,546 | $5,733-3.3% | $5,055+9.7% | $6,690-17.1% |
| Admin fee / account holder | $6,840 | $13,356-48.8% | $9,462-27.7% | $13,392-48.9% |