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 | $84,819 | $93,064-8.9% | $74,577+13.7% | $273,972-69.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 9.46% | 26.18%-16.7pp | 20.47%-11.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $11,960 | $3,160+278.5% | $2,525+373.6% | $4,869+145.6% |
| Participant deferral / active EE | $11,960 | $4,160+187.5% | $3,458+245.8% | $5,287+126.2% |
| Admin fee / account holder | $703 | $5,273-86.7% | $4,138-83.0% | $10,133-93.1% |