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 | $64,235 | $135,954-52.8% | $123,893-48.2% | $273,968-76.6% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 9.26% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $5,390 | $5,170+4.3% | $4,617+16.8% | $4,869+10.7% |
| Participant deferral / active EE | $12,796 | $6,343+101.8% | $5,984+113.8% | $5,287+142.0% |
| Admin fee / account holder | $2,973 | $9,817-69.7% | $8,357-64.4% | $10,132-70.7% |