Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,129 | $93,598-4.8% | $135,974-34.5% | $75,173+18.6% |
| Participation rate | 66.1% | 75.2%-9.1pp | 81.9%-15.8pp | 67.2%-1.1pp |
| Annual return | 15.98% | 30.89%-14.9pp | 68.30%-52.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $3,636 | $3,538+2.8% | $4,859-25.2% | $2,671+36.1% |
| Participant deferral / active EE | $8,178 | $6,405+27.7% | $7,760+5.4% | $4,126+98.2% |
| Admin fee / account holder | $11,153 | $6,978+59.8% | $10,767+3.6% | $5,651+97.4% |