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 | $96,646 | $176,120-45.1% | $159,487-39.4% | $167,553-42.3% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 15.54% | 331.95%-316.4pp | 263.71%-248.2pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,233 | $5,299-76.7% | $4,831-74.5% | $4,840-74.5% |
| Participant deferral / active EE | $9,342 | $7,752+20.5% | $7,354+27.0% | $6,343+47.3% |
| Admin fee / account holder | $882 | $12,561-93.0% | $10,804-91.8% | $12,316-92.8% |