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 | $65,916 | $165,399-60.1% | $149,745-56.0% | $158,982-58.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.18% | 348.34%-329.2pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $3,505 | $5,105-31.3% | $4,646-24.5% | $4,763-26.4% |
| Participant deferral / active EE | $6,366 | $7,183-11.4% | $6,843-7.0% | $5,983+6.4% |
| Admin fee / account holder | $540 | $10,811-95.0% | $9,312-94.2% | $11,252-95.2% |