Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $216,740 | $78,423+176.4% | $95,964+125.9% | $79,856+171.4% |
| Participation rate | 57.5% | 73.5%-16.0pp | 77.1%-19.6pp | 69.6%-12.1pp |
| Annual return | 15.79% | 19.37%-3.6pp | 91.64%-75.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,362 | $1,945-30.0% | $2,541-46.4% | $2,471-44.9% |
| Participant deferral / active EE | $4,529 | $3,440+31.7% | $4,167+8.7% | $3,741+21.1% |
| Admin fee / account holder | $12,883 | $5,622+129.2% | $6,797+89.5% | $5,306+142.8% |