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 | $86,967 | $111,878-22.3% | $93,727-7.2% | $145,897-40.4% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.0pp | 80.3%-63.6pp |
| Annual return | 11.37% | 204.28%-192.9pp | 133.83%-122.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $757 | $3,092-75.5% | $2,421-68.7% | $4,663-83.8% |
| Participant deferral / active EE | $1,526 | $4,920-69.0% | $4,417-65.5% | $6,689-77.2% |
| Admin fee / account holder | $406 | $10,256-96.0% | $8,292-95.1% | $13,390-97.0% |