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 | $90,714 | $174,379-48.0% | $152,093-40.4% | $138,895-34.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 14.19% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,658 | $4,652-42.9% | $4,175-36.3% | $4,194-36.6% |
| Participant deferral / active EE | $4,579 | $6,159-25.7% | $5,451-16.0% | $6,396-28.4% |
| Admin fee / account holder | $1,401 | $16,880-91.7% | $14,497-90.3% | $12,562-88.8% |