Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $125,823 | $162,136-22.4% | $152,301-17.4% | $154,746-18.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.55% | 91.02%-69.5pp | 80.50%-58.9pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,092 | $4,890-77.7% | $4,624-76.4% | $4,379-75.1% |
| Participant deferral / active EE | $15,667 | $8,341+87.8% | $8,004+95.7% | $6,730+132.8% |
| Admin fee / account holder | $1,074 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |