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 | $104,350 | $75,541+38.1% | $152,093-31.4% | $82,637+26.3% |
| Participation rate | 41.1% | 66.5%-25.5pp | 77.8%-36.7pp | 68.1%-27.0pp |
| Annual return | 15.58% | 32.56%-17.0pp | 66.36%-50.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,457 | $2,622-44.4% | $4,175-65.1% | $2,552-42.9% |
| Participant deferral / active EE | $4,250 | $3,206+32.6% | $5,451-22.0% | $4,126+3.0% |
| Admin fee / account holder | $3,237 | $6,405-49.5% | $14,497-77.7% | $7,339-55.9% |