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 | $96,984 | $139,948-30.7% | $121,663-20.3% | $154,746-37.3% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 12.91% | 230.52%-217.6pp | 147.54%-134.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,802 | $3,521-48.8% | $3,020-40.3% | $4,379-58.8% |
| Participant deferral / active EE | $3,275 | $5,629-41.8% | $4,887-33.0% | $6,730-51.3% |
| Admin fee / account holder | $13,352 | $17,321-22.9% | $14,289-6.6% | $14,365-7.1% |