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 | $112,993 | $93,346+21.0% | $71,796+57.4% | $273,972-58.8% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.1%-7.6pp | 83.0%-21.5pp |
| Annual return | 6.27% | 130.39%-124.1pp | 78.04%-71.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,449 | $2,733-47.0% | $1,924-24.7% | $4,869-70.2% |
| Participant deferral / active EE | $5,303 | $3,475+52.6% | $2,794+89.8% | $5,287+0.3% |
| Admin fee / account holder | $57,993 | $6,571+782.6% | $4,815+1104.4% | $10,133+472.3% |