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 | $77,976 | $111,787-30.2% | $93,681-16.8% | $145,978-46.6% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 12.28% | 203.52%-191.2pp | 133.47%-121.2pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,388 | $3,093-55.1% | $2,422-42.7% | $4,662-70.2% |
| Participant deferral / active EE | $5,107 | $4,918+3.9% | $4,415+15.7% | $6,690-23.7% |
| Admin fee / account holder | $3,778 | $10,256-63.2% | $8,290-54.4% | $13,400-71.8% |