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 | $88,802 | $86,938+2.1% | $102,423-13.3% | $80,925+9.7% |
| Participation rate | 61.6% | 72.4%-10.7pp | 76.5%-14.9pp | 67.7%-6.0pp |
| Annual return | 24.49% | 18.89%+5.6pp | 29.42%-4.9pp | 35.65%-11.2pp |
| Employer contribution / active EE | $879 | $2,369-62.9% | $3,023-70.9% | $2,756-68.1% |
| Participant deferral / active EE | $2,541 | $4,120-38.3% | $5,054-49.7% | $4,299-40.9% |
| Admin fee / account holder | $14,165 | $8,053+75.9% | $9,455+49.8% | $6,940+104.1% |