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 | $71,671 | $176,402-59.4% | $134,162-46.6% | $158,982-54.9% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 14.09% | 63.66%-49.6pp | 36.35%-22.3pp | 302.99%-288.9pp |
| Employer contribution / active EE | $4,129 | $5,042-18.1% | $3,705+11.4% | $4,763-13.3% |
| Participant deferral / active EE | $5,954 | $4,093+45.5% | $3,500+70.1% | $5,983-0.5% |
| Admin fee / account holder | $13,756 | $8,719+57.8% | $6,685+105.8% | $11,252+22.3% |