Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,859 | $107,733-25.9% | $92,985-14.1% | $154,746-48.4% |
| Participation rate | 62.5% | 74.6%-12.1pp | 69.5%-7.0pp | 80.7%-18.2pp |
| Annual return | 17.02% | 30.39%-13.4pp | 27.99%-11.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,062 | $3,126-66.0% | $2,662-60.1% | $4,379-75.8% |
| Participant deferral / active EE | $3,828 | $5,053-24.3% | $4,377-12.5% | $6,730-43.1% |
| Admin fee / account holder | $2,993 | $11,369-73.7% | $9,463-68.4% | $14,365-79.2% |