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 | $75,798 | $185,312-59.1% | $161,489-53.1% | $154,746-51.0% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 17.38% | 103.84%-86.5pp | 89.72%-72.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,753 | $4,769-21.3% | $4,268-12.1% | $4,379-14.3% |
| Participant deferral / active EE | $5,809 | $6,350-8.5% | $5,630+3.2% | $6,730-13.7% |
| Admin fee / account holder | $44,583 | $18,654+139.0% | $16,006+178.5% | $14,365+210.4% |