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 | $87,567 | $208,088-57.9% | $186,193-53.0% | $154,746-43.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 9.61% | 89.97%-80.4pp | 78.03%-68.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $2,093 | $4,340-51.8% | $3,918-46.6% | $4,379-52.2% |
| Participant deferral / active EE | $2,617 | $7,078-63.0% | $6,513-59.8% | $6,730-61.1% |
| Admin fee / account holder | $519 | $11,698-95.6% | $11,058-95.3% | $14,365-96.4% |