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 | $79,842 | $157,276-49.2% | $141,177-43.4% | $152,885-47.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.08% | 64.33%-42.3pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $2,749 | $5,262-47.8% | $4,736-42.0% | $4,763-42.3% |
| Participant deferral / active EE | $16,414 | $7,110+130.8% | $6,710+144.6% | $5,851+180.5% |
| Admin fee / account holder | $647 | $12,123-94.7% | $10,263-93.7% | $11,598-94.4% |