Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $113,577 | $76,407+48.6% | $150,298-24.4% | $82,448+37.8% |
| Participation rate | 65.6% | 66.4%-0.8pp | 77.8%-12.1pp | 68.1%-2.4pp |
| Annual return | 17.62% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,730 | $2,614+4.5% | $4,154-34.3% | $2,551+7.0% |
| Participant deferral / active EE | $4,080 | $3,214+26.9% | $5,453-25.2% | $4,139-1.4% |
| Admin fee / account holder | $428 | $6,352-93.3% | $14,116-97.0% | $7,234-94.1% |