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 | $82,766 | $97,125-14.8% | $86,233-4.0% | $137,256-39.7% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 25.31% | 74.19%-48.9pp | 61.39%-36.1pp | 220.34%-195.0pp |
| Employer contribution / active EE | $9,688 | $2,841+241.0% | $2,504+286.8% | $4,156+133.1% |
| Participant deferral / active EE | $5,636 | $5,180+8.8% | $4,559+23.6% | $6,407-12.0% |
| Admin fee / account holder | $2,057 | $9,725-78.9% | $8,342-75.3% | $12,270-83.2% |