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 | $58,682 | $165,381-64.5% | $149,730-60.8% | $158,966-63.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.02% | 348.29%-330.3pp | 276.70%-258.7pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,813 | $5,104-64.5% | $4,645-61.0% | $4,762-61.9% |
| Participant deferral / active EE | $7,648 | $7,182+6.5% | $6,843+11.8% | $5,983+27.8% |
| Admin fee / account holder | $353 | $10,809-96.7% | $9,310-96.2% | $11,250-96.9% |