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 | $117,732 | $166,242-29.2% | $165,071-28.7% | $145,884-19.3% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 12.69% | 100.44%-87.8pp | 70.17%-57.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,019 | $5,283-61.8% | $4,347-53.6% | $4,662-56.7% |
| Participant deferral / active EE | $3,908 | $6,964-43.9% | $6,035-35.2% | $6,690-41.6% |
| Admin fee / account holder | $1,573 | $16,658-90.6% | $12,695-87.6% | $13,392-88.3% |