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 | $86,749 | $96,678-10.3% | $86,640+0.1% | $139,466-37.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 16.17% | 106.69%-90.5pp | 592.52%-576.4pp | 373.66%-357.5pp |
| Employer contribution / active EE | $773 | $3,265-76.3% | $3,024-74.4% | $4,754-83.7% |
| Participant deferral / active EE | $1,626 | $4,837-66.4% | $4,438-63.4% | $6,712-75.8% |
| Admin fee / account holder | $3,059 | $6,410-52.3% | $5,616-45.5% | $11,409-73.2% |