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 | $80,883 | $160,070-49.5% | $147,117-45.0% | $145,897-44.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 12.89% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,837 | $5,285-46.3% | $4,932-42.5% | $4,663-39.1% |
| Participant deferral / active EE | $6,012 | $8,419-28.6% | $8,065-25.5% | $6,689-10.1% |
| Admin fee / account holder | $23,660 | $15,035+57.4% | $12,993+82.1% | $13,390+76.7% |