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 | $87,253 | $71,197+22.6% | $93,669-6.8% | $80,925+7.8% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 13.45% | 11.27%+2.2pp | 133.59%-120.1pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,287 | $1,565+46.2% | $2,424-5.6% | $2,756-17.0% |
| Participant deferral / active EE | $4,282 | $4,036+6.1% | $4,416-3.0% | $4,299-0.4% |
| Admin fee / account holder | $11,352 | $6,959+63.1% | $8,291+36.9% | $6,940+63.6% |