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 | $84,137 | $61,125+37.6% | $94,057-10.5% | $87,485-3.8% |
| Participation rate | 46.9% | 64.1%-17.2pp | 73.3%-26.5pp | 68.9%-22.1pp |
| Annual return | 16.90% | 35.20%-18.3pp | 480.62%-463.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,882 | $2,136-11.9% | $2,933-35.9% | $2,596-27.5% |
| Participant deferral / active EE | $3,305 | $3,260+1.4% | $4,709-29.8% | $4,274-22.7% |
| Admin fee / account holder | $1,375 | $5,629-75.6% | $7,244-81.0% | $7,775-82.3% |