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 | $72,282 | $159,978-54.8% | $147,041-50.8% | $145,978-50.5% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 12.92% | 98.36%-85.4pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,913 | $5,288-63.8% | $4,935-61.2% | $4,662-59.0% |
| Participant deferral / active EE | $7,944 | $8,429-5.8% | $8,071-1.6% | $6,690+18.7% |
| Admin fee / account holder | $3,902 | $15,053-74.1% | $13,006-70.0% | $13,400-70.9% |