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 | $101,670 | $111,535-8.8% | $105,223-3.4% | $137,256-25.9% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 80.0%-16.8pp |
| Annual return | 12.39% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,607 | $3,939-33.8% | $3,689-29.3% | $4,156-37.3% |
| Participant deferral / active EE | $5,811 | $5,500+5.6% | $5,072+14.6% | $6,407-9.3% |
| Admin fee / account holder | $1,956 | $9,721-79.9% | $8,859-77.9% | $12,270-84.1% |