Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $79,500 | $209,336-62.0% | $197,124-59.7% | $137,256-42.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.50% | 48.09%-32.6pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,645 | $6,591-75.0% | $6,227-73.6% | $4,156-60.4% |
| Participant deferral / active EE | $6,773 | $9,614-29.5% | $9,135-25.8% | $6,407+5.7% |
| Admin fee / account holder | $4,490 | $17,308-74.1% | $16,298-72.5% | $12,270-63.4% |