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 | $112,065 | $183,627-39.0% | $155,602-28.0% | $145,978-23.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.83% | 61.32%-46.5pp | 64.81%-50.0pp | 550.52%-535.7pp |
| Employer contribution / active EE | $2,029 | $5,316-61.8% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,690+14.6% |
| Admin fee / account holder | $780 | $19,327-96.0% | $15,923-95.1% | $13,400-94.2% |