Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,591 | $183,627-55.6% | $155,602-47.6% | $145,978-44.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 10.07% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,403 | $5,316-73.6% | $4,675-70.0% | $4,662-69.9% |
| Participant deferral / active EE | $5,746 | $6,466-11.1% | $5,629+2.1% | $6,690-14.1% |
| Admin fee / account holder | $6,167 | $19,327-68.1% | $15,923-61.3% | $13,400-54.0% |