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 | $129,428 | $85,024+52.2% | $70,544+83.5% | $139,466-7.2% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 15.48% | 30.39%-14.9pp | 32.79%-17.3pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,639 | $3,912-58.1% | $2,976-44.9% | $4,754-65.5% |
| Participant deferral / active EE | $4,001 | $5,891-32.1% | $4,568-12.4% | $6,712-40.4% |
| Admin fee / account holder | $1,228 | $8,928-86.2% | $6,427-80.9% | $11,409-89.2% |