Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,907 | $165,381-39.6% | $149,730-33.3% | $158,966-37.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.74% | 348.29%-336.6pp | 276.70%-265.0pp | 302.95%-291.2pp |
| Employer contribution / active EE | $6,546 | $5,104+28.3% | $4,645+40.9% | $4,762+37.5% |
| Participant deferral / active EE | $7,046 | $7,182-1.9% | $6,843+3.0% | $5,983+17.8% |
| Admin fee / account holder | $11,123 | $10,809+2.9% | $9,310+19.5% | $11,250-1.1% |