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 | $78,410 | $159,978-51.0% | $147,041-46.7% | $145,978-46.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 11.70% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,571 | $5,288-51.4% | $4,935-47.9% | $4,662-44.8% |
| Participant deferral / active EE | $6,726 | $8,429-20.2% | $8,071-16.7% | $6,690+0.5% |
| Admin fee / account holder | $6,297 | $15,053-58.2% | $13,006-51.6% | $13,400-53.0% |