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 | $65,789 | $89,259-26.3% | $107,187-38.6% | $82,637-20.4% |
| Participation rate | 62.9% | 67.9%-5.0pp | 75.0%-12.1pp | 68.1%-5.2pp |
| Annual return | 14.81% | 21.02%-6.2pp | 204.55%-189.7pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,545 | $3,080-17.4% | $3,782-32.7% | $2,552-0.3% |
| Participant deferral / active EE | $6,061 | $4,037+50.1% | $5,096+18.9% | $4,126+46.9% |
| Admin fee / account holder | $11,879 | $7,381+60.9% | $9,162+29.7% | $7,339+61.9% |