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 | $154,584 | $227,399-32.0% | $189,758-18.5% | $198,609-22.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 16.61% | 61.03%-44.4pp | 52.62%-36.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $5,416 | $5,526-2.0% | $4,767+13.6% | $5,055+7.1% |
| Participant deferral / active EE | $5,167 | $6,837-24.4% | $5,856-11.8% | $6,977-25.9% |
| Admin fee / account holder | $1,841 | $25,162-92.7% | $20,388-91.0% | $19,030-90.3% |