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 | $76,501 | $125,193-38.9% | $105,591-27.5% | $145,978-47.6% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 12.39% | 225.53%-213.1pp | 116.43%-104.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,160 | $3,718-68.8% | $3,166-63.4% | $4,662-75.1% |
| Participant deferral / active EE | $6,879 | $5,708+20.5% | $5,008+37.4% | $6,690+2.8% |
| Admin fee / account holder | $1,235 | $17,277-92.9% | $11,024-88.8% | $13,400-90.8% |