Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $77,764 | $135,956-42.8% | $123,894-37.2% | $273,972-71.6% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 7.67% | 56.63%-49.0pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,339 | $5,170-54.8% | $4,617-49.3% | $4,869-52.0% |
| Participant deferral / active EE | $3,821 | $6,343-39.8% | $5,984-36.1% | $5,287-27.7% |
| Admin fee / account holder | $2,865 | $9,817-70.8% | $8,357-65.7% | $10,133-71.7% |