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 | $92,743 | $101,752-8.9% | $164,928-43.8% | $80,911+14.6% |
| Participation rate | 58.1% | 71.8%-13.7pp | 78.6%-20.5pp | 67.6%-9.5pp |
| Annual return | 12.82% | 16.73%-3.9pp | 70.08%-57.3pp | 35.63%-22.8pp |
| Employer contribution / active EE | $2,519 | $2,953-14.7% | $4,343-42.0% | $2,756-8.6% |
| Participant deferral / active EE | $5,001 | $4,477+11.7% | $6,034-17.1% | $4,297+16.4% |
| Admin fee / account holder | $3,608 | $8,218-56.1% | $12,684-71.6% | $6,935-48.0% |