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 | $118,276 | $110,137+7.4% | $161,149-26.6% | $82,637+43.1% |
| Participation rate | 69.6% | 72.4%-2.7pp | 78.8%-9.2pp | 68.1%+1.6pp |
| Annual return | 15.86% | 20.69%-4.8pp | 21.16%-5.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,808 | $2,856-1.7% | $4,360-35.6% | $2,552+10.0% |
| Participant deferral / active EE | $5,277 | $4,575+15.4% | $6,153-14.2% | $4,126+27.9% |
| Admin fee / account holder | $92,059 | $9,467+872.5% | $15,194+505.9% | $7,339+1154.4% |