Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,798 | $51,604+62.4% | $129,295-35.2% | $80,874+3.6% |
| Participation rate | 59.1% | 57.0%+2.1pp | 69.6%-10.5pp | 67.6%-8.6pp |
| Annual return | 13.26% | 20.76%-7.5pp | 9429.28%-9416.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,368 | $1,585+49.4% | $4,157-43.0% | $2,756-14.1% |
| Participant deferral / active EE | $5,280 | $2,670+97.7% | $4,169+26.6% | $4,297+22.9% |
| Admin fee / account holder | $8,137 | $4,310+88.8% | $7,665+6.1% | $6,935+17.3% |