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 | $121,651 | $152,619-20.3% | $125,195-2.8% | $152,909-20.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 25.01% | 54.85%-29.8pp | 43.79%-18.8pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,582 | $4,947-47.8% | $3,866-33.2% | $4,764-45.8% |
| Participant deferral / active EE | $5,505 | $5,869-6.2% | $4,937+11.5% | $5,851-5.9% |
| Admin fee / account holder | $22,997 | $13,437+71.1% | $9,704+137.0% | $11,601+98.2% |