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 | $125,784 | $175,259-28.2% | $149,723-16.0% | $139,487-9.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.68% | 166.82%-153.1pp | 134.50%-120.8pp | 373.84%-360.2pp |
| Employer contribution / active EE | $3,526 | $5,478-35.6% | $4,821-26.9% | $4,755-25.8% |
| Participant deferral / active EE | $8,272 | $6,522+26.8% | $5,682+45.6% | $6,713+23.2% |
| Admin fee / account holder | $719 | $16,158-95.6% | $13,215-94.6% | $11,407-93.7% |