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 | $89,622 | $48,337+85.4% | $67,560+32.7% | $80,959+10.7% |
| Participation rate | 61.3% | 66.4%-5.1pp | 72.9%-11.6pp | 67.7%-6.4pp |
| Annual return | 12.19% | 18.26%-6.1pp | 3533.50%-3521.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,216 | $2,023+9.6% | $2,737-19.0% | $2,757-19.6% |
| Participant deferral / active EE | $3,560 | $2,928+21.6% | $4,004-11.1% | $4,300-17.2% |
| Admin fee / account holder | $17,691 | $3,695+378.7% | $3,994+342.9% | $6,925+155.4% |