Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $95,912 | $183,592-47.8% | $155,574-38.3% | $145,877-34.3% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 16.16% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,750 | $5,317-67.1% | $4,676-62.6% | $4,663-62.5% |
| Participant deferral / active EE | $5,548 | $6,466-14.2% | $5,629-1.5% | $6,691-17.1% |
| Admin fee / account holder | $2,648 | $19,316-86.3% | $15,914-83.4% | $13,402-80.2% |