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 | $69,468 | $183,627-62.2% | $155,602-55.4% | $145,978-52.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.88% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $7,086 | $5,316+33.3% | $4,675+51.6% | $4,662+52.0% |
| Participant deferral / active EE | $3,770 | $6,466-41.7% | $5,629-33.0% | $6,690-43.6% |
| Admin fee / account holder | $4,965 | $19,327-74.3% | $15,923-68.8% | $13,400-63.0% |