Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $122,969 | $162,136-24.2% | $152,301-19.3% | $154,746-20.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.31% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,795 | $4,890-42.8% | $4,624-39.6% | $4,379-36.2% |
| Participant deferral / active EE | $7,934 | $8,341-4.9% | $8,004-0.9% | $6,730+17.9% |
| Admin fee / account holder | $2,033 | $15,759-87.1% | $14,398-85.9% | $14,365-85.8% |