Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $100,218 | $228,317-56.1% | $185,808-46.1% | $158,931-36.9% |
| Participation rate | 58.8% | 82.3%-23.5pp | 78.0%-19.2pp | 82.0%-23.1pp |
| Annual return | 13.31% | 40.81%-27.5pp | 35.95%-22.6pp | 302.86%-289.6pp |
| Employer contribution / active EE | $2,215 | $4,964-55.4% | $4,086-45.8% | $4,761-53.5% |
| Participant deferral / active EE | $5,150 | $6,415-19.7% | $5,632-8.6% | $5,982-13.9% |
| Admin fee / account holder | $16,666 | $11,865+40.5% | $9,501+75.4% | $11,247+48.2% |