Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $92,115 | $208,088-55.7% | $186,193-50.5% | $154,746-40.5% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 11.61% | 89.97%-78.4pp | 78.03%-66.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $976 | $4,340-77.5% | $3,918-75.1% | $4,379-77.7% |
| Participant deferral / active EE | $9,744 | $7,078+37.7% | $6,513+49.6% | $6,730+44.8% |
| Admin fee / account holder | $6,732 | $11,698-42.5% | $11,058-39.1% | $14,365-53.1% |