Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,576 | $176,688-53.8% | $130,660-37.6% | $152,897-46.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 19.04% | 2693.08%-2674.0pp | 1709.29%-1690.3pp | 345.43%-326.4pp |
| Employer contribution / active EE | $2,459 | $5,743-57.2% | $4,092-39.9% | $4,764-48.4% |
| Participant deferral / active EE | $1,376 | $4,362-68.5% | $3,603-61.8% | $5,851-76.5% |
| Admin fee / account holder | $1,848 | $7,131-74.1% | $5,463-66.2% | $11,599-84.1% |