Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $78,771 | $63,703+23.7% | $93,063-15.4% | $82,448-4.5% |
| Participation rate | 59.8% | 63.8%-4.1pp | 72.1%-12.3pp | 68.1%-8.3pp |
| Annual return | 15.76% | -775.43%+791.2pp | 34.15%-18.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,889 | $1,729+67.1% | $2,476+16.7% | $2,551+13.2% |
| Participant deferral / active EE | $4,364 | $2,919+49.5% | $3,958+10.3% | $4,139+5.4% |
| Admin fee / account holder | $11,507 | $5,982+92.4% | $6,033+90.7% | $7,234+59.1% |