Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $153,752 | $87,059+76.6% | $105,608+45.6% | $80,925+90.0% |
| Participation rate | 67.4% | 70.4%-3.0pp | 75.3%-7.9pp | 67.7%-0.2pp |
| Annual return | 18.11% | 17.05%+1.1pp | 116.50%-98.4pp | 35.65%-17.5pp |
| Employer contribution / active EE | $666 | $2,396-72.2% | $3,167-79.0% | $2,756-75.9% |
| Participant deferral / active EE | $4,540 | $3,986+13.9% | $5,010-9.4% | $4,299+5.6% |
| Admin fee / account holder | $27,609 | $8,443+227.0% | $11,028+150.4% | $6,940+297.8% |