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 | $78,185 | $199,109-60.7% | $173,730-55.0% | $154,746-49.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 17.62% | 20.02%-2.4pp | 19.96%-2.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,356 | $5,311-55.6% | $4,577-48.5% | $4,379-46.2% |
| Participant deferral / active EE | $2,356 | $7,113-66.9% | $6,326-62.8% | $6,730-65.0% |
| Admin fee / account holder | $325 | $20,916-98.4% | $17,523-98.1% | $14,365-97.7% |