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 | $66,568 | $183,627-63.7% | $155,602-57.2% | $145,978-54.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.90% | 61.32%-50.4pp | 64.81%-53.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $3,665 | $5,316-31.1% | $4,675-21.6% | $4,662-21.4% |
| Participant deferral / active EE | $6,312 | $6,466-2.4% | $5,629+12.1% | $6,690-5.6% |
| Admin fee / account holder | $26,292 | $19,327+36.0% | $15,923+65.1% | $13,400+96.2% |