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 | $110,612 | $146,267-24.4% | $197,124-43.9% | $82,448+34.2% |
| Participation rate | 63.7% | 84.0%-20.3pp | 86.7%-23.0pp | 68.1%-4.3pp |
| Annual return | 34.55% | 29.61%+4.9pp | 44.34%-9.8pp | 41.64%-7.1pp |
| Employer contribution / active EE | $4,978 | $4,723+5.4% | $6,227-20.1% | $2,551+95.1% |
| Participant deferral / active EE | $9,470 | $7,035+34.6% | $9,135+3.7% | $4,139+128.8% |
| Admin fee / account holder | $7,898 | $14,422-45.2% | $16,298-51.5% | $7,234+9.2% |