Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,940 | $111,878-24.1% | $93,727-9.4% | $145,897-41.8% |
| Participation rate | 9.1% | 74.2%-65.1pp | 68.7%-59.6pp | 80.3%-71.2pp |
| Annual return | 20.99% | 204.28%-183.3pp | 133.83%-112.8pp | 552.29%-531.3pp |
| Employer contribution / active EE | $666 | $3,092-78.5% | $2,421-72.5% | $4,663-85.7% |
| Participant deferral / active EE | $1,665 | $4,920-66.2% | $4,417-62.3% | $6,689-75.1% |
| Admin fee / account holder | $707 | $10,256-93.1% | $8,292-91.5% | $13,390-94.7% |