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 | $72,415 | $72,071+0.5% | $68,368+5.9% | $137,256-47.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 20.19% | 353.14%-332.9pp | 292.57%-272.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,056 | $2,788+9.6% | $2,649+15.4% | $4,156-26.5% |
| Participant deferral / active EE | $7,904 | $4,410+79.2% | $4,123+91.7% | $6,407+23.4% |
| Admin fee / account holder | $572 | $5,336-89.3% | $5,150-88.9% | $12,270-95.3% |