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 | $76,945 | $165,351-53.5% | $149,710-48.6% | $158,931-51.6% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 19.46% | 348.19%-328.7pp | 276.63%-257.2pp | 302.86%-283.4pp |
| Employer contribution / active EE | $2,315 | $5,103-54.6% | $4,645-50.1% | $4,761-51.4% |
| Participant deferral / active EE | $6,868 | $7,181-4.4% | $6,842+0.4% | $5,982+14.8% |
| Admin fee / account holder | $4,929 | $10,807-54.4% | $9,309-47.1% | $11,247-56.2% |