Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $109,098 | $102,422+6.5% | $147,117-25.8% | $80,959+34.8% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 17.23% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,209 | $3,717-40.6% | $4,932-55.2% | $2,757-19.9% |
| Participant deferral / active EE | $4,967 | $6,652-25.3% | $8,065-38.4% | $4,300+15.5% |
| Admin fee / account holder | $8,602 | $7,953+8.2% | $12,993-33.8% | $6,925+24.2% |