Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $82,025 | $154,228-46.8% | $145,433-43.6% | $137,256-40.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.46% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,679 | $4,804-65.0% | $4,554-63.1% | $4,156-59.6% |
| Participant deferral / active EE | $8,003 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $2,708 | $14,344-81.1% | $13,129-79.4% | $12,270-77.9% |