Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $87,415 | $71,230+22.7% | $93,727-6.7% | $80,959+8.0% |
| Participation rate | 41.4% | 60.4%-19.0pp | 68.7%-27.3pp | 67.7%-26.3pp |
| Annual return | 11.60% | 11.26%+0.3pp | 133.83%-122.2pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,433 | $1,565-8.4% | $2,421-40.8% | $2,757-48.0% |
| Participant deferral / active EE | $3,199 | $4,037-20.8% | $4,417-27.6% | $4,300-25.6% |
| Admin fee / account holder | $5,697 | $6,961-18.2% | $8,292-31.3% | $6,925-17.7% |