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 | $83,381 | $93,345-10.7% | $119,126-30.0% | $87,485-4.7% |
| Participation rate | 47.5% | 68.7%-21.2pp | 75.8%-28.3pp | 68.9%-21.4pp |
| Annual return | 16.45% | 19.08%-2.6pp | 282.11%-265.7pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,154 | $3,172-32.1% | $4,034-46.6% | $2,596-17.0% |
| Participant deferral / active EE | $4,457 | $4,099+8.8% | $5,318-16.2% | $4,274+4.3% |
| Admin fee / account holder | $10,923 | $8,039+35.9% | $10,693+2.1% | $7,775+40.5% |