Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $119,972 | $212,386-43.5% | $199,883-40.0% | $138,895-13.6% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 16.22% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.2pp |
| Employer contribution / active EE | $3,004 | $6,625-54.7% | $6,261-52.0% | $4,194-28.4% |
| Participant deferral / active EE | $7,454 | $9,617-22.5% | $9,138-18.4% | $6,396+16.5% |
| Admin fee / account holder | $759 | $18,233-95.8% | $17,268-95.6% | $12,562-94.0% |