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 | $87,896 | $87,132+0.9% | $105,624-16.8% | $80,959+8.6% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.3%-11.3pp | 67.7%-3.7pp |
| Annual return | 13.94% | 17.03%-3.1pp | 116.20%-102.3pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,153 | $2,397-10.2% | $3,168-32.0% | $2,757-21.9% |
| Participant deferral / active EE | $3,766 | $3,985-5.5% | $5,013-24.9% | $4,300-12.4% |
| Admin fee / account holder | $1,662 | $8,449-80.3% | $10,961-84.8% | $6,925-76.0% |