Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $136,826 | $155,555-12.0% | $146,866-6.8% | $155,188-11.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 16.48% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $4,982 | $4,647+7.2% | $4,425+12.6% | $4,248+17.3% |
| Participant deferral / active EE | $10,900 | $8,044+35.5% | $7,759+40.5% | $6,531+66.9% |
| Admin fee / account holder | $803 | $14,755-94.6% | $13,620-94.1% | $14,480-94.5% |