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 | $75,393 | $172,111-56.2% | $150,298-49.8% | $137,256-45.1% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 15.65% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,246 | $4,636-51.6% | $4,154-45.9% | $4,156-46.0% |
| Participant deferral / active EE | $9,809 | $6,166+59.1% | $5,453+79.9% | $6,407+53.1% |
| Admin fee / account holder | $153,066 | $16,471+829.3% | $14,116+984.4% | $12,270+1147.5% |