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 | $75,365 | $210,343-64.2% | $153,476-50.9% | $145,978-48.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 18.47% | 13.38%+5.1pp | 15.66%+2.8pp | 550.52%-532.1pp |
| Employer contribution / active EE | $2,477 | $6,047-59.0% | $5,038-50.8% | $4,662-46.9% |
| Participant deferral / active EE | $6,329 | $7,977-20.7% | $6,759-6.4% | $6,690-5.4% |
| Admin fee / account holder | $8,160 | $19,424-58.0% | $12,729-35.9% | $13,400-39.1% |