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 | $92,009 | $82,879+11.0% | $96,576-4.7% | $67,986+35.3% |
| Participation rate | 56.7% | 75.2%-18.5pp | 81.4%-24.8pp | 57.2%-0.5pp |
| Annual return | 17.81% | 36.90%-19.1pp | 38.47%-20.7pp | 31.67%-13.9pp |
| Employer contribution / active EE | $2,732 | $2,727+0.2% | $3,553-23.1% | $2,019+35.3% |
| Participant deferral / active EE | $6,542 | $6,976-6.2% | $7,956-17.8% | $3,358+94.8% |
| Admin fee / account holder | $10,849 | $2,783+289.8% | $11,381-4.7% | $3,203+238.7% |