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 | $85,010 | $183,627-53.7% | $155,602-45.4% | $145,978-41.8% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 13.99% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,146 | $5,316-59.6% | $4,675-54.1% | $4,662-54.0% |
| Participant deferral / active EE | $4,914 | $6,466-24.0% | $5,629-12.7% | $6,690-26.5% |
| Admin fee / account holder | $2,865 | $19,327-85.2% | $15,923-82.0% | $13,400-78.6% |