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 | $87,666 | $85,766+2.2% | $136,298-35.7% | $70,126+25.0% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 17.56% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $3,860 | $2,966+30.1% | $4,696-17.8% | $2,343+64.8% |
| Participant deferral / active EE | $5,358 | $5,051+6.1% | $6,247-14.2% | $3,332+60.8% |
| Admin fee / account holder | $1,378 | $5,421-74.6% | $9,244-85.1% | $4,645-70.3% |