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 | $87,310 | $92,798-5.9% | $96,707-9.7% | $137,256-36.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 21.56% | 31.24%-9.7pp | 34.78%-13.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,509 | $4,147-63.6% | $4,191-64.0% | $4,156-63.7% |
| Participant deferral / active EE | $2,068 | $5,877-64.8% | $5,997-65.5% | $6,407-67.7% |
| Admin fee / account holder | $572 | $7,946-92.8% | $7,503-92.4% | $12,270-95.3% |