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 | $88,978 | $141,001-36.9% | $112,228-20.7% | $139,487-36.2% |
| Participation rate | 35.7% | 79.2%-43.5pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 16.67% | 32.75%-16.1pp | 30.23%-13.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,412 | $4,285-43.7% | $3,432-29.7% | $4,755-49.3% |
| Participant deferral / active EE | $4,164 | $5,877-29.1% | $4,800-13.2% | $6,713-38.0% |
| Admin fee / account holder | $536 | $9,959-94.6% | $7,752-93.1% | $11,407-95.3% |