Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,337 | $198,462-55.5% | $170,439-48.2% | $147,585-40.1% |
| Participation rate | 42.1% | 88.0%-45.9pp | 83.6%-41.5pp | 82.8%-40.7pp |
| Annual return | 12.42% | 257.30%-244.9pp | 205.94%-193.5pp | 578.58%-566.2pp |
| Employer contribution / active EE | $1,842 | $6,184-70.2% | $5,433-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $4,747 | $5,629-15.7% | $4,939-3.9% | $5,439-12.7% |
| Admin fee / account holder | $4,029 | $16,852-76.1% | $13,881-71.0% | $10,886-63.0% |