Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $140,469 | $97,125+44.6% | $86,233+62.9% | $137,256+2.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 14.10% | 74.19%-60.1pp | 61.39%-47.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,946 | $2,841+3.7% | $2,504+17.6% | $4,156-29.1% |
| Participant deferral / active EE | $7,925 | $5,180+53.0% | $4,559+73.8% | $6,407+23.7% |
| Admin fee / account holder | $6,899 | $9,725-29.1% | $8,342-17.3% | $12,270-43.8% |