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 | $95,194 | $172,111-44.7% | $150,298-36.7% | $137,256-30.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.01% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,554 | $4,636-66.5% | $4,154-62.6% | $4,156-62.6% |
| Participant deferral / active EE | $6,512 | $6,166+5.6% | $5,453+19.4% | $6,407+1.6% |
| Admin fee / account holder | $3,192 | $16,471-80.6% | $14,116-77.4% | $12,270-74.0% |