Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $93,805 | $114,712-18.2% | $173,730-46.0% | $87,485+7.2% |
| Participation rate | 62.5% | 73.0%-10.5pp | 79.6%-17.1pp | 68.9%-6.4pp |
| Annual return | 19.94% | 20.18%-0.2pp | 19.96%0pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,514 | $2,904-47.9% | $4,577-66.9% | $2,596-41.7% |
| Participant deferral / active EE | $4,950 | $4,642+6.6% | $6,326-21.8% | $4,274+15.8% |
| Admin fee / account holder | $15,366 | $10,210+50.5% | $17,523-12.3% | $7,775+97.6% |