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 | $83,391 | $160,028-47.9% | $147,080-43.3% | $145,884-42.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 16.67% | 98.60%-81.9pp | 420.17%-403.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,657 | $5,286-68.6% | $4,933-66.4% | $4,662-64.5% |
| Participant deferral / active EE | $4,654 | $8,422-44.7% | $8,066-42.3% | $6,690-30.4% |
| Admin fee / account holder | $1,634 | $15,030-89.1% | $12,989-87.4% | $13,392-87.8% |