Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $88,148 | $165,381-46.7% | $149,730-41.1% | $158,966-44.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.27% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.7pp |
| Employer contribution / active EE | $1,172 | $5,104-77.0% | $4,645-74.8% | $4,762-75.4% |
| Participant deferral / active EE | $7,143 | $7,182-0.6% | $6,843+4.4% | $5,983+19.4% |
| Admin fee / account holder | $9,589 | $10,809-11.3% | $9,310+3.0% | $11,250-14.8% |