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 | $119,612 | $181,062-33.9% | $158,223-24.4% | $155,188-22.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.51% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $4,325 | $4,565-5.3% | $4,109+5.3% | $4,248+1.8% |
| Participant deferral / active EE | $13,333 | $6,134+117.4% | $5,467+143.9% | $6,531+104.1% |
| Admin fee / account holder | $1,656 | $18,825-91.2% | $16,047-89.7% | $14,480-88.6% |