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 | $87,688 | $87,878-0.2% | $97,411-10.0% | $82,637+6.1% |
| Participation rate | 68.1% | 75.6%-7.5pp | 80.4%-12.3pp | 68.1%0pp |
| Annual return | 35.12% | 54.63%-19.5pp | 34.72%+0.4pp | 53.51%-18.4pp |
| Employer contribution / active EE | $2,855 | $3,800-24.9% | $4,210-32.2% | $2,552+11.9% |
| Participant deferral / active EE | $7,491 | $5,525+35.6% | $5,886+27.3% | $4,126+81.6% |
| Admin fee / account holder | $696 | $6,743-89.7% | $7,145-90.3% | $7,339-90.5% |