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 | $76,777 | $110,337-30.4% | $102,383-25.0% | $145,877-47.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.27% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $5,515 | $4,216+30.8% | $3,870+42.5% | $4,663+18.3% |
| Participant deferral / active EE | $6,089 | $5,621+8.3% | $5,060+20.3% | $6,691-9.0% |
| Admin fee / account holder | $10,639 | $9,750+9.1% | $8,391+26.8% | $13,402-20.6% |