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 | $114,991 | $174,379-34.1% | $152,093-24.4% | $138,895-17.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.69% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $7,759 | $4,652+66.8% | $4,175+85.9% | $4,194+85.0% |
| Participant deferral / active EE | $4,268 | $6,159-30.7% | $5,451-21.7% | $6,396-33.3% |
| Admin fee / account holder | $907 | $16,880-94.6% | $14,497-93.7% | $12,562-92.8% |