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 | $98,350 | $161,352-39.0% | $134,172-26.7% | $137,256-28.3% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 15.66% | 28.72%-13.1pp | 25.30%-9.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,979 | $4,099-51.7% | $3,420-42.1% | $4,156-52.4% |
| Participant deferral / active EE | $3,748 | $5,552-32.5% | $4,690-20.1% | $6,407-41.5% |
| Admin fee / account holder | $1,121 | $15,028-92.5% | $12,016-90.7% | $12,270-90.9% |