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 | $79,815 | $80,763-1.2% | $102,412-22.1% | $74,459+7.2% |
| Participation rate | 21.7% | 65.7%-44.0pp | 74.5%-52.8pp | 67.2%-45.6pp |
| Annual return | 19.31% | 27.57%-8.3pp | 24.94%-5.6pp | 1369.70%-1350.4pp |
| Employer contribution / active EE | $801 | $3,160-74.7% | $3,870-79.3% | $2,626-69.5% |
| Participant deferral / active EE | $2,776 | $3,862-28.1% | $5,060-45.1% | $4,350-36.2% |
| Admin fee / account holder | $1,119 | $2,371-52.8% | $8,388-86.7% | $1,945-42.5% |