Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,579 | $114,119-39.0% | $107,187-35.1% | $138,895-49.9% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 32.19% | 273.21%-241.0pp | 204.55%-172.4pp | 145.39%-113.2pp |
| Employer contribution / active EE | $1,449 | $4,059-64.3% | $3,782-61.7% | $4,194-65.4% |
| Participant deferral / active EE | $4,274 | $5,538-22.8% | $5,096-16.1% | $6,396-33.2% |
| Admin fee / account holder | $962 | $10,024-90.4% | $9,162-89.5% | $12,562-92.3% |