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 | $134,711 | $212,386-36.6% | $199,883-32.6% | $138,895-3.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 17.10% | 47.75%-30.6pp | 43.81%-26.7pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,623 | $6,625-45.3% | $6,261-42.1% | $4,194-13.6% |
| Participant deferral / active EE | $13,733 | $9,617+42.8% | $9,138+50.3% | $6,396+114.7% |
| Admin fee / account holder | $2,744 | $18,233-85.0% | $17,268-84.1% | $12,562-78.2% |