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 | $85,986 | $198,457-56.7% | $170,435-49.5% | $147,586-41.7% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 16.45% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $5,486 | $6,183-11.3% | $5,432+1.0% | $4,876+12.5% |
| Participant deferral / active EE | $4,164 | $5,629-26.0% | $4,939-15.7% | $5,439-23.4% |
| Admin fee / account holder | $639 | $16,852-96.2% | $13,881-95.4% | $10,886-94.1% |