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 | $111,028 | $183,539-39.5% | $155,556-28.6% | $145,897-23.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.07% | 61.31%-52.2pp | 64.84%-55.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $5,875 | $5,315+10.5% | $4,675+25.6% | $4,663+26.0% |
| Participant deferral / active EE | $3,585 | $6,467-44.6% | $5,631-36.3% | $6,689-46.4% |
| Admin fee / account holder | $1,013 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |