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 | $79,736 | $159,978-50.2% | $147,041-45.8% | $145,978-45.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.03% | 98.36%-87.3pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $7,588 | $5,288+43.5% | $4,935+53.8% | $4,662+62.8% |
| Participant deferral / active EE | $8,366 | $8,429-0.7% | $8,071+3.7% | $6,690+25.1% |
| Admin fee / account holder | $2,523 | $15,053-83.2% | $13,006-80.6% | $13,400-81.2% |