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 | $85,773 | $48,053+78.5% | $84,628+1.4% | $72,975+17.5% |
| Participation rate | 54.4% | 57.6%-3.2pp | 68.2%-13.8pp | 69.5%-15.1pp |
| Annual return | 27.41% | 37.39%-10.0pp | 258.80%-231.4pp | 81.01%-53.6pp |
| Employer contribution / active EE | $2,198 | $1,602+37.2% | $2,653-17.2% | $2,440-9.9% |
| Participant deferral / active EE | $2,290 | $2,681-14.6% | $3,900-41.3% | $3,608-36.5% |
| Admin fee / account holder | $10,454 | $3,395+207.9% | $4,914+112.7% | $5,124+104.0% |