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 | $56,487 | $175,231-67.8% | $149,696-62.3% | $139,466-59.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.65% | 166.77%-153.1pp | 134.46%-120.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,351 | $5,478-75.3% | $4,821-72.0% | $4,754-71.6% |
| Participant deferral / active EE | $5,612 | $6,521-13.9% | $5,682-1.2% | $6,712-16.4% |
| Admin fee / account holder | $20,913 | $16,155+29.5% | $13,212+58.3% | $11,409+83.3% |