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 | $61,295 | $185,312-66.9% | $161,489-62.0% | $154,746-60.4% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 10.93% | 103.84%-92.9pp | 89.72%-78.8pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,630 | $4,769-44.9% | $4,268-38.4% | $4,379-39.9% |
| Participant deferral / active EE | $3,488 | $6,350-45.1% | $5,630-38.0% | $6,730-48.2% |
| Admin fee / account holder | $10,606 | $18,654-43.1% | $16,006-33.7% | $14,365-26.2% |