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 | $87,969 | $88,672-0.8% | $105,223-16.4% | $82,448+6.7% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 39.26% | 30.86%+8.4pp | 180.65%-141.4pp | 41.64%-2.4pp |
| Employer contribution / active EE | $1,227 | $3,048-59.7% | $3,689-66.7% | $2,551-51.9% |
| Participant deferral / active EE | $4,993 | $4,036+23.7% | $5,072-1.6% | $4,139+20.6% |
| Admin fee / account holder | $6,233 | $7,146-12.8% | $8,859-29.6% | $7,234-13.8% |