Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,834 | $81,208-1.7% | $98,920-19.3% | $79,8560% |
| Participation rate | 68.9% | 72.5%-3.7pp | 76.0%-7.2pp | 69.6%-0.8pp |
| Annual return | 14.02% | 60.99%-47.0pp | 196.47%-182.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,537 | $1,960-21.6% | $2,689-42.9% | $2,471-37.8% |
| Participant deferral / active EE | $2,640 | $3,265-19.2% | $4,245-37.8% | $3,741-29.4% |
| Admin fee / account holder | $6,251 | $6,013+4.0% | $6,643-5.9% | $5,306+17.8% |