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 | $90,509 | $211,239-57.2% | $178,528-49.3% | $145,877-38.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 27.26% | 30.22%-3.0pp | 27.11%+0.1pp | 551.28%-524.0pp |
| Employer contribution / active EE | $883 | $4,570-80.7% | $3,950-77.7% | $4,663-81.1% |
| Participant deferral / active EE | $6,365 | $6,963-8.6% | $6,278+1.4% | $6,691-4.9% |
| Admin fee / account holder | $823 | $12,095-93.2% | $10,419-92.1% | $13,402-93.9% |