Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $99,054 | $78,015+27.0% | $178,505-44.5% | $80,959+22.4% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.7pp | 67.7%-29.2pp |
| Annual return | 26.09% | 18.10%+8.0pp | 27.16%-1.1pp | 35.67%-9.6pp |
| Employer contribution / active EE | $4,280 | $2,281+87.6% | $3,955+8.2% | $2,757+55.2% |
| Participant deferral / active EE | $1,443 | $4,406-67.3% | $6,280-77.0% | $4,300-66.4% |
| Admin fee / account holder | $2,803 | $7,160-60.9% | $10,428-73.1% | $6,925-59.5% |