Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,987 | $166,268-56.7% | $165,100-56.4% | $145,897-50.7% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 11.42% | 100.52%-89.1pp | 70.21%-58.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,986 | $5,284-62.4% | $4,348-54.3% | $4,663-57.4% |
| Participant deferral / active EE | $7,561 | $6,964+8.6% | $6,035+25.3% | $6,689+13.0% |
| Admin fee / account holder | $5,142 | $16,659-69.1% | $12,696-59.5% | $13,390-61.6% |