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 | $110,920 | $165,361-32.9% | $149,715-25.9% | $158,950-30.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.91% | 348.24%-335.3pp | 276.66%-263.8pp | 302.91%-290.0pp |
| Employer contribution / active EE | $1,812 | $5,103-64.5% | $4,645-61.0% | $4,762-61.9% |
| Participant deferral / active EE | $9,330 | $7,182+29.9% | $6,842+36.4% | $5,983+55.9% |
| Admin fee / account holder | $1,334 | $10,808-87.7% | $9,310-85.7% | $11,248-88.1% |