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 | $123,063 | $160,070-23.1% | $147,117-16.4% | $145,897-15.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.59% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,771 | $5,285-47.6% | $4,932-43.8% | $4,663-40.6% |
| Participant deferral / active EE | $6,480 | $8,419-23.0% | $8,065-19.6% | $6,689-3.1% |
| Admin fee / account holder | $3,028 | $15,035-79.9% | $12,993-76.7% | $13,390-77.4% |