Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $80,902 | $51,638+56.7% | $68,368+18.3% | $82,448-1.9% |
| Participation rate | 58.9% | 63.6%-4.7pp | 73.8%-14.9pp | 68.1%-9.2pp |
| Annual return | 15.55% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,019 | $2,047-1.4% | $2,649-23.8% | $2,551-20.9% |
| Participant deferral / active EE | $3,878 | $2,914+33.1% | $4,123-5.9% | $4,139-6.3% |
| Admin fee / account holder | $4,748 | $4,643+2.3% | $5,150-7.8% | $7,234-34.4% |