Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $117,919 | $107,809+9.4% | $97,032+21.5% | $155,188-24.0% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 21.05% | 38.06%-17.0pp | 35.38%-14.3pp | 148.84%-127.8pp |
| Employer contribution / active EE | $935 | $2,911-67.9% | $2,629-64.4% | $4,248-78.0% |
| Participant deferral / active EE | $5,513 | $5,129+7.5% | $4,672+18.0% | $6,531-15.6% |
| Admin fee / account holder | $1,606 | $10,717-85.0% | $9,418-82.9% | $14,480-88.9% |