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 | $91,403 | $99,053-7.7% | $88,179+3.7% | $138,895-34.2% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.1%-12.9pp | 79.9%-23.7pp |
| Annual return | 15.06% | 78.17%-63.1pp | 64.97%-49.9pp | 145.39%-130.3pp |
| Employer contribution / active EE | $995 | $2,882-65.5% | $2,549-61.0% | $4,194-76.3% |
| Participant deferral / active EE | $2,531 | $5,225-51.6% | $4,614-45.1% | $6,396-60.4% |
| Admin fee / account holder | $865 | $8,748-90.1% | $7,673-88.7% | $12,562-93.1% |