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 | $87,127 | $102,429-14.9% | $147,096-40.8% | $80,925+7.7% |
| Participation rate | 54.3% | 75.9%-21.5pp | 82.2%-27.8pp | 67.7%-13.3pp |
| Annual return | 32.58% | 135.02%-102.4pp | 419.75%-387.2pp | 35.65%-3.1pp |
| Employer contribution / active EE | $3,864 | $3,716+4.0% | $4,936-21.7% | $2,756+40.2% |
| Participant deferral / active EE | $6,958 | $6,649+4.7% | $8,071-13.8% | $4,299+61.9% |
| Admin fee / account holder | $8,514 | $7,957+7.0% | $13,005-34.5% | $6,940+22.7% |