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 | $93,317 | $157,296-40.7% | $141,191-33.9% | $152,897-39.0% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 23.88% | 64.34%-40.5pp | 71.41%-47.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $2,015 | $5,262-61.7% | $4,736-57.5% | $4,764-57.7% |
| Participant deferral / active EE | $8,102 | $7,111+13.9% | $6,710+20.7% | $5,851+38.5% |
| Admin fee / account holder | $434 | $12,125-96.4% | $10,264-95.8% | $11,599-96.3% |