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 | $76,784 | $148,623-48.3% | $135,974-43.5% | $139,466-44.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.07% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,033 | $8,103-25.5% | $7,760-22.3% | $6,712-10.1% |
| Admin fee / account holder | $934 | $12,406-92.5% | $10,767-91.3% | $11,409-91.8% |