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 | $80,428 | $159,978-49.7% | $147,041-45.3% | $145,978-44.9% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 17.52% | 98.36%-80.8pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,738 | $5,288-48.2% | $4,935-44.5% | $4,662-41.3% |
| Participant deferral / active EE | $7,360 | $8,429-12.7% | $8,071-8.8% | $6,690+10.0% |
| Admin fee / account holder | $22,954 | $15,053+52.5% | $13,006+76.5% | $13,400+71.3% |