Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $106,931 | $98,760+8.3% | $149,715-28.6% | $79,858+33.9% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.5%-13.2pp | 69.6%-0.4pp |
| Annual return | 15.34% | 27.43%-12.1pp | 276.66%-261.3pp | 31.72%-16.4pp |
| Employer contribution / active EE | $2,658 | $3,217-17.4% | $4,645-42.8% | $2,471+7.6% |
| Participant deferral / active EE | $6,321 | $5,681+11.3% | $6,842-7.6% | $3,740+69.0% |
| Admin fee / account holder | $463 | $6,053-92.3% | $9,310-95.0% | $5,306-91.3% |