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 | $90,506 | $114,130-20.7% | $96,192-5.9% | $167,553-46.0% |
| Participation rate | 53.8% | 75.1%-21.2pp | 68.4%-14.6pp | 82.1%-28.3pp |
| Annual return | 11.46% | 190.07%-178.6pp | 192.09%-180.6pp | 478.89%-467.4pp |
| Employer contribution / active EE | $2,507 | $3,431-26.9% | $2,799-10.5% | $4,840-48.2% |
| Participant deferral / active EE | $4,360 | $5,198-16.1% | $4,351+0.2% | $6,343-31.3% |
| Admin fee / account holder | $7,407 | $6,901+7.3% | $5,539+33.7% | $12,316-39.9% |