Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,513 | $183,539-55.0% | $155,556-47.0% | $145,897-43.4% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.2pp |
| Annual return | 10.99% | 61.31%-50.3pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $2,037 | $5,315-61.7% | $4,675-56.4% | $4,663-56.3% |
| Participant deferral / active EE | $4,874 | $6,467-24.6% | $5,631-13.4% | $6,689-27.1% |
| Admin fee / account holder | $6,543 | $19,275-66.1% | $15,885-58.8% | $13,390-51.1% |