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 | $98,399 | $78,027+26.1% | $178,528-44.9% | $80,925+21.6% |
| Participation rate | 47.1% | 65.7%-18.5pp | 77.1%-30.0pp | 67.7%-20.5pp |
| Annual return | 23.38% | 18.09%+5.3pp | 27.11%-3.7pp | 35.65%-12.3pp |
| Employer contribution / active EE | $2,106 | $2,281-7.7% | $3,950-46.7% | $2,756-23.6% |
| Participant deferral / active EE | $4,140 | $4,408-6.1% | $6,278-34.1% | $4,299-3.7% |
| Admin fee / account holder | $466 | $7,168-93.5% | $10,419-95.5% | $6,940-93.3% |