Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,427 | $124,425-12.1% | $112,040-2.3% | $137,256-20.3% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 15.91% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,216 | $3,411+23.6% | $2,954+42.7% | $4,156+1.4% |
| Participant deferral / active EE | $9,907 | $5,718+73.3% | $5,098+94.3% | $6,407+54.6% |
| Admin fee / account holder | $28,452 | $15,207+87.1% | $12,098+135.2% | $12,270+131.9% |