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 | $91,042 | $83,843+8.6% | $123,973-26.6% | $65,306+39.4% |
| Participation rate | 40.4% | 56.0%-15.6pp | 76.7%-36.3pp | 57.7%-17.3pp |
| Annual return | 17.50% | 19.87%-2.4pp | 388.13%-370.6pp | 21.94%-4.4pp |
| Employer contribution / active EE | $1,543 | $2,873-46.3% | $4,126-62.6% | $1,967-21.6% |
| Participant deferral / active EE | $2,442 | $2,997-18.5% | $5,247-53.5% | $2,959-17.5% |
| Admin fee / account holder | $2,183 | $4,735-53.9% | $11,799-81.5% | $3,480-37.3% |