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 | $122,716 | $174,379-29.6% | $152,093-19.3% | $138,895-11.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.79% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,555 | $4,652-66.6% | $4,175-62.7% | $4,194-62.9% |
| Participant deferral / active EE | $8,509 | $6,159+38.2% | $5,451+56.1% | $6,396+33.0% |
| Admin fee / account holder | $603 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |