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 | $70,922 | $87,060-18.5% | $105,591-32.8% | $80,911-12.3% |
| Participation rate | 62.0% | 70.4%-8.4pp | 75.3%-13.3pp | 67.6%-5.6pp |
| Annual return | 26.20% | 17.05%+9.1pp | 116.43%-90.2pp | 35.63%-9.4pp |
| Employer contribution / active EE | $3,362 | $2,396+40.3% | $3,166+6.2% | $2,756+22.0% |
| Participant deferral / active EE | $7,801 | $3,986+95.7% | $5,008+55.8% | $4,297+81.5% |
| Admin fee / account holder | $15,687 | $8,442+85.8% | $11,024+42.3% | $6,935+126.2% |