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 | $72,593 | $160,040-54.6% | $147,096-50.6% | $145,877-50.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.87% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $3,691 | $5,289-30.2% | $4,936-25.2% | $4,663-20.8% |
| Participant deferral / active EE | $10,068 | $8,429+19.4% | $8,071+24.7% | $6,691+50.5% |
| Admin fee / account holder | $11,429 | $15,050-24.1% | $13,005-12.1% | $13,402-14.7% |