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 | $102,539 | $227,399-54.9% | $189,758-46.0% | $198,609-48.4% |
| Participation rate | 61.5% | 84.0%-22.5pp | 79.8%-18.3pp | 82.4%-20.8pp |
| Annual return | 15.19% | 61.03%-45.8pp | 52.62%-37.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $4,007 | $5,526-27.5% | $4,767-15.9% | $5,055-20.7% |
| Participant deferral / active EE | $7,756 | $6,837+13.4% | $5,856+32.5% | $6,977+11.2% |
| Admin fee / account holder | $402 | $25,162-98.4% | $20,388-98.0% | $19,030-97.9% |