Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $95,797 | $159,978-40.1% | $147,041-34.9% | $145,978-34.4% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 13.48% | 98.36%-84.9pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,235 | $5,288-38.8% | $4,935-34.4% | $4,662-30.6% |
| Participant deferral / active EE | $5,607 | $8,429-33.5% | $8,071-30.5% | $6,690-16.2% |
| Admin fee / account holder | $7,430 | $15,053-50.6% | $13,006-42.9% | $13,400-44.6% |