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 | $111,752 | $181,062-38.3% | $158,223-29.4% | $155,188-28.0% |
| Participation rate | 63.2% | 82.7%-19.5pp | 79.2%-16.0pp | 80.8%-17.6pp |
| Annual return | 16.12% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,172 | $4,565-74.3% | $4,109-71.5% | $4,248-72.4% |
| Participant deferral / active EE | $4,859 | $6,134-20.8% | $5,467-11.1% | $6,531-25.6% |
| Admin fee / account holder | $935 | $18,825-95.0% | $16,047-94.2% | $14,480-93.5% |