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 | $106,479 | $78,690+35.3% | $161,489-34.1% | $87,485+21.7% |
| Participation rate | 56.3% | 67.5%-11.2pp | 78.7%-22.4pp | 68.9%-12.7pp |
| Annual return | 19.18% | 32.74%-13.6pp | 89.72%-70.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $2,412 | $2,588-6.8% | $4,268-43.5% | $2,596-7.1% |
| Participant deferral / active EE | $4,259 | $3,311+28.6% | $5,630-24.4% | $4,274-0.3% |
| Admin fee / account holder | $1,069 | $6,724-84.1% | $16,006-93.3% | $7,775-86.3% |