Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $85,701 | $134,817-36.4% | $123,973-30.9% | $155,188-44.8% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 17.12% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,703 | $4,425-38.9% | $4,126-34.5% | $4,248-36.4% |
| Participant deferral / active EE | $4,140 | $5,706-27.4% | $5,247-21.1% | $6,531-36.6% |
| Admin fee / account holder | $770 | $13,245-94.2% | $11,799-93.5% | $14,480-94.7% |