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 | $61,209 | $198,457-69.2% | $170,435-64.1% | $147,586-58.5% |
| Participation rate | 65.2% | 88.0%-22.8pp | 83.6%-18.4pp | 82.8%-17.6pp |
| Annual return | 15.37% | 257.30%-241.9pp | 205.94%-190.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,849 | $6,183-70.1% | $5,432-66.0% | $4,876-62.1% |
| Participant deferral / active EE | $3,001 | $5,629-46.7% | $4,939-39.2% | $5,439-44.8% |
| Admin fee / account holder | $869 | $16,852-94.8% | $13,881-93.7% | $10,886-92.0% |