Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $144,962 | $185,312-21.8% | $161,489-10.2% | $154,746-6.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.62% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,837 | $4,769-61.5% | $4,268-57.0% | $4,379-58.1% |
| Participant deferral / active EE | $17,375 | $6,350+173.6% | $5,630+208.6% | $6,730+158.2% |
| Admin fee / account holder | $1,039 | $18,654-94.4% | $16,006-93.5% | $14,365-92.8% |