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 | $90,033 | $81,358+10.7% | $155,556-42.1% | $80,959+11.2% |
| Participation rate | 65.4% | 66.3%-0.9pp | 78.2%-12.8pp | 67.7%-2.3pp |
| Annual return | 10.96% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,299 | $3,106-58.2% | $4,675-72.2% | $2,757-52.9% |
| Participant deferral / active EE | $3,566 | $3,455+3.2% | $5,631-36.7% | $4,300-17.1% |
| Admin fee / account holder | $979 | $7,994-87.7% | $15,885-93.8% | $6,925-85.9% |