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 | $88,744 | $228,395-61.1% | $185,861-52.3% | $158,982-44.2% |
| Participation rate | 55.6% | 82.3%-26.8pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 23.58% | 40.82%-17.2pp | 35.96%-12.4pp | 302.99%-279.4pp |
| Employer contribution / active EE | $2,721 | $4,968-45.2% | $4,088-33.4% | $4,763-42.9% |
| Participant deferral / active EE | $4,682 | $6,417-27.0% | $5,634-16.9% | $5,983-21.8% |
| Admin fee / account holder | $2,436 | $11,869-79.5% | $9,503-74.4% | $11,252-78.4% |