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 | $98,724 | $111,814-11.7% | $103,378-4.5% | $145,978-32.4% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 15.99% | 24.80%-8.8pp | 24.91%-8.9pp | 550.52%-534.5pp |
| Employer contribution / active EE | $2,204 | $4,215-47.7% | $3,870-43.1% | $4,662-52.7% |
| Participant deferral / active EE | $5,727 | $5,618+1.9% | $5,058+13.2% | $6,690-14.4% |
| Admin fee / account holder | $15,922 | $9,764+63.1% | $8,401+89.5% | $13,400+18.8% |