Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,265 | $111,535-28.9% | $105,223-24.7% | $137,256-42.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 15.45% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,849 | $3,939-27.7% | $3,689-22.8% | $4,156-31.5% |
| Participant deferral / active EE | $5,429 | $5,500-1.3% | $5,072+7.0% | $6,407-15.3% |
| Admin fee / account holder | $2,831 | $9,721-70.9% | $8,859-68.0% | $12,270-76.9% |