Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,449 | $124,336-35.3% | $111,303-27.7% | $167,518-52.0% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 19.66% | 37.45%-17.8pp | 54.66%-35.0pp | 478.71%-459.0pp |
| Employer contribution / active EE | $2,156 | $3,436-37.3% | $2,731-21.1% | $4,838-55.4% |
| Participant deferral / active EE | $8,667 | $5,181+67.3% | $4,487+93.1% | $6,342+36.7% |
| Admin fee / account holder | $459 | $10,623-95.7% | $7,966-94.2% | $12,312-96.3% |