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 | $81,425 | $183,516-55.6% | $155,534-47.6% | $145,884-44.2% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 9.97% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,630 | $5,315-69.3% | $4,675-65.1% | $4,662-65.0% |
| Participant deferral / active EE | $7,953 | $6,467+23.0% | $5,630+41.2% | $6,690+18.9% |
| Admin fee / account holder | $7,286 | $19,293-62.2% | $15,900-54.2% | $13,392-45.6% |