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 | $136,415 | $172,111-20.7% | $150,298-9.2% | $137,256-0.6% |
| Participation rate | 60.9% | 81.7%-20.8pp | 77.8%-16.9pp | 80.0%-19.1pp |
| Annual return | 14.27% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,660 | $4,636-64.2% | $4,154-60.0% | $4,156-60.1% |
| Participant deferral / active EE | $6,190 | $6,166+0.4% | $5,453+13.5% | $6,407-3.4% |
| Admin fee / account holder | $33,363 | $16,471+102.6% | $14,116+136.4% | $12,270+171.9% |