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 | $87,722 | $67,411+30.1% | $91,004-3.6% | $70,126+25.1% |
| Participation rate | 65.2% | 71.4%-6.1pp | 75.6%-10.4pp | 69.5%-4.3pp |
| Annual return | 19.21% | -40.16%+59.4pp | 4.60%+14.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $2,642 | $1,786+47.9% | $2,456+7.6% | $2,343+12.8% |
| Participant deferral / active EE | $4,448 | $2,823+57.6% | $3,548+25.4% | $3,332+33.5% |
| Admin fee / account holder | $359 | $4,236-91.5% | $5,417-93.4% | $4,645-92.3% |