Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $87,881 | $160,040-45.1% | $147,096-40.3% | $145,877-39.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 13.14% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $9,235 | $5,289+74.6% | $4,936+87.1% | $4,663+98.0% |
| Participant deferral / active EE | $6,974 | $8,429-17.3% | $8,071-13.6% | $6,691+4.2% |
| Admin fee / account holder | $2,731 | $15,050-81.9% | $13,005-79.0% | $13,402-79.6% |