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 | $89,115 | $54,717+62.9% | $86,216+3.4% | $71,511+24.6% |
| Participation rate | 64.6% | 60.1%+4.5pp | 69.0%-4.4pp | 67.9%-3.3pp |
| Annual return | 15.14% | 20.07%-4.9pp | 1169.42%-1154.3pp | 28.86%-13.7pp |
| Employer contribution / active EE | $1,146 | $1,267-9.5% | $2,382-51.9% | $2,589-55.7% |
| Participant deferral / active EE | $4,186 | $3,110+34.6% | $3,986+5.0% | $4,291-2.4% |
| Admin fee / account holder | $4,227 | $1,922+119.9% | $6,853-38.3% | $1,588+166.1% |