Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $93,711 | $87,059+7.6% | $105,608-11.3% | $80,925+15.8% |
| Participation rate | 52.1% | 70.4%-18.4pp | 75.3%-23.2pp | 67.7%-15.6pp |
| Annual return | 15.34% | 17.05%-1.7pp | 116.50%-101.2pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,269 | $2,396-47.0% | $3,167-59.9% | $2,756-54.0% |
| Participant deferral / active EE | $2,808 | $3,986-29.5% | $5,010-43.9% | $4,299-34.7% |
| Admin fee / account holder | $4,812 | $8,443-43.0% | $11,028-56.4% | $6,940-30.7% |