Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $97,575 | $103,038-5.3% | $90,324+8.0% | $152,909-36.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 16.92% | 95.25%-78.3pp | 78.15%-61.2pp | 345.46%-328.5pp |
| Employer contribution / active EE | $13,720 | $3,141+336.8% | $2,856+380.4% | $4,764+188.0% |
| Participant deferral / active EE | $8,333 | $4,282+94.6% | $3,885+114.5% | $5,851+42.4% |
| Admin fee / account holder | $783 | $6,177-87.3% | $5,356-85.4% | $11,601-93.3% |