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 | $82,240 | $114,119-27.9% | $107,187-23.3% | $138,895-40.8% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 12.64% | 273.21%-260.6pp | 204.55%-191.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,478 | $4,059-63.6% | $3,782-60.9% | $4,194-64.8% |
| Participant deferral / active EE | $7,042 | $5,538+27.2% | $5,096+38.2% | $6,396+10.1% |
| Admin fee / account holder | $29,876 | $10,024+198.0% | $9,162+226.1% | $12,562+137.8% |