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 | $85,551 | $156,398-45.3% | $147,318-41.9% | $138,895-38.4% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.1%-28.7pp | 79.9%-26.6pp |
| Annual return | 18.03% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,141 | $4,853-55.9% | $4,593-53.4% | $4,194-49.0% |
| Participant deferral / active EE | $4,412 | $8,237-46.4% | $7,906-44.2% | $6,396-31.0% |
| Admin fee / account holder | $6,717 | $14,976-55.1% | $13,708-51.0% | $12,562-46.5% |