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 | $92,617 | $169,336-45.3% | $129,384-28.4% | $145,884-36.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 12.96% | 14408.70%-14395.7pp | 9461.77%-9448.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,784 | $5,540-49.8% | $4,153-33.0% | $4,662-40.3% |
| Participant deferral / active EE | $4,213 | $4,985-15.5% | $4,166+1.1% | $6,690-37.0% |
| Admin fee / account holder | $1,145 | $9,912-88.4% | $7,686-85.1% | $13,392-91.4% |