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 | $96,526 | $148,629-35.1% | $135,982-29.0% | $139,487-30.8% |
| Participation rate | 68.2% | 83.9%-15.7pp | 81.9%-13.7pp | 80.3%-12.2pp |
| Annual return | 73.81% | 79.33%-5.5pp | 68.32%+5.5pp | 373.84%-300.0pp |
| Employer contribution / active EE | $1,790 | $5,247-65.9% | $4,859-63.2% | $4,755-62.3% |
| Participant deferral / active EE | $5,693 | $8,102-29.7% | $7,760-26.6% | $6,713-15.2% |
| Admin fee / account holder | $1,629 | $12,406-86.9% | $10,767-84.9% | $11,407-85.7% |