Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $80,110 | $172,111-53.5% | $150,298-46.7% | $137,256-41.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 19.06% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,298 | $4,636-7.3% | $4,154+3.5% | $4,156+3.4% |
| Participant deferral / active EE | $8,649 | $6,166+40.3% | $5,453+58.6% | $6,407+35.0% |
| Admin fee / account holder | $3,184 | $16,471-80.7% | $14,116-77.4% | $12,270-74.0% |