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 | $91,698 | $138,312-33.7% | $122,979-25.4% | $155,188-40.9% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 14.59% | 22.06%-7.5pp | 20.12%-5.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,693 | $3,530-52.1% | $3,062-44.7% | $4,248-60.2% |
| Participant deferral / active EE | $3,392 | $5,592-39.3% | $5,003-32.2% | $6,531-48.1% |
| Admin fee / account holder | $17,551 | $15,089+16.3% | $12,864+36.4% | $14,480+21.2% |