Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $100,174 | $227,399-55.9% | $189,758-47.2% | $198,609-49.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 16.12% | 61.03%-44.9pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,889 | $5,526-65.8% | $4,767-60.4% | $5,055-62.6% |
| Participant deferral / active EE | $6,295 | $6,837-7.9% | $5,856+7.5% | $6,977-9.8% |
| Admin fee / account holder | $2,426 | $25,162-90.4% | $20,388-88.1% | $19,030-87.3% |