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 | $79,780 | $152,612-47.7% | $125,192-36.3% | $152,897-47.8% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.5pp | 82.5%-13.2pp |
| Annual return | 11.37% | 54.85%-43.5pp | 43.79%-32.4pp | 345.43%-334.1pp |
| Employer contribution / active EE | $1,851 | $4,947-62.6% | $3,866-52.1% | $4,764-61.1% |
| Participant deferral / active EE | $4,070 | $5,868-30.6% | $4,937-17.6% | $5,851-30.4% |
| Admin fee / account holder | $1,721 | $13,437-87.2% | $9,704-82.3% | $11,599-85.2% |