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 | $81,055 | $88,672-8.6% | $105,223-23.0% | $82,448-1.7% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 14.56% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,823 | $3,048-7.4% | $3,689-23.5% | $2,551+10.7% |
| Participant deferral / active EE | $8,242 | $4,036+104.2% | $5,072+62.5% | $4,139+99.1% |
| Admin fee / account holder | $2,632 | $7,146-63.2% | $8,859-70.3% | $7,234-63.6% |