Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,328 | $56,287+65.8% | $80,977+15.3% | $62,881+48.4% |
| Participation rate | 64.8% | 68.9%-4.1pp | 75.8%-11.0pp | 69.3%-4.5pp |
| Annual return | 9.92% | 22.13%-12.2pp | 17.11%-7.2pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,006 | $1,943-48.2% | $3,715-72.9% | $2,281-55.9% |
| Participant deferral / active EE | $5,475 | $4,196+30.5% | $5,696-3.9% | $3,203+70.9% |
| Admin fee / account holder | $4,261 | $3,742+13.9% | $5,517-22.8% | $4,296-0.8% |