Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $122,604 | $183,627-33.2% | $155,602-21.2% | $145,978-16.0% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.5pp |
| Annual return | 13.47% | 61.32%-47.8pp | 64.81%-51.3pp | 550.52%-537.0pp |
| Employer contribution / active EE | $6,113 | $5,316+15.0% | $4,675+30.8% | $4,662+31.1% |
| Participant deferral / active EE | $4,223 | $6,466-34.7% | $5,629-25.0% | $6,690-36.9% |
| Admin fee / account holder | $17,693 | $19,327-8.5% | $15,923+11.1% | $13,400+32.0% |