Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $135,728 | $138,312-1.9% | $122,979+10.4% | $155,188-12.5% |
| Participation rate | 53.8% | 80.2%-26.3pp | 77.2%-23.3pp | 80.8%-27.0pp |
| Annual return | 6.79% | 22.06%-15.3pp | 20.12%-13.3pp | 148.84%-142.0pp |
| Employer contribution / active EE | $1,489 | $3,530-57.8% | $3,062-51.4% | $4,248-64.9% |
| Participant deferral / active EE | $2,312 | $5,592-58.7% | $5,003-53.8% | $6,531-64.6% |
| Admin fee / account holder | $22,434 | $15,089+48.7% | $12,864+74.4% | $14,480+54.9% |