Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $116,738 | $174,379-33.1% | $152,093-23.2% | $138,895-16.0% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 14.30% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,605 | $4,652-65.5% | $4,175-61.5% | $4,194-61.7% |
| Participant deferral / active EE | $6,304 | $6,159+2.4% | $5,451+15.6% | $6,396-1.4% |
| Admin fee / account holder | $961 | $16,880-94.3% | $14,497-93.4% | $12,562-92.3% |