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 | $67,930 | $201,372-66.3% | $184,260-63.1% | $145,884-53.4% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 10.22% | 29.04%-18.8pp | 28.84%-18.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,201 | $7,024-68.7% | $6,427-65.8% | $4,662-52.8% |
| Participant deferral / active EE | $4,402 | $9,808-55.1% | $9,133-51.8% | $6,690-34.2% |
| Admin fee / account holder | $15,986 | $16,362-2.3% | $13,898+15.0% | $13,392+19.4% |