Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $92,804 | $201,264-53.9% | $184,185-49.6% | $145,978-36.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 20.49% | 29.00%-8.5pp | 28.81%-8.3pp | 550.52%-530.0pp |
| Employer contribution / active EE | $3,681 | $7,021-47.6% | $6,426-42.7% | $4,662-21.0% |
| Participant deferral / active EE | $13,388 | $9,806+36.5% | $9,132+46.6% | $6,690+100.1% |
| Admin fee / account holder | $1,827 | $16,376-88.8% | $13,909-86.9% | $13,400-86.4% |