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 | $81,610 | $80,332+1.6% | $107,187-23.9% | $64,097+27.3% |
| Participation rate | 57.9% | 54.4%+3.5pp | 75.0%-17.1pp | 55.2%+2.7pp |
| Annual return | 14.99% | 24.26%-9.3pp | 204.55%-189.6pp | 34.64%-19.6pp |
| Employer contribution / active EE | $2,491 | $2,501-0.4% | $3,782-34.1% | $1,891+31.7% |
| Participant deferral / active EE | $5,151 | $3,109+65.7% | $5,096+1.1% | $3,080+67.2% |
| Admin fee / account holder | $14,262 | $4,314+230.6% | $9,162+55.7% | $3,454+312.9% |