Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,543 | $90,614+7.6% | $76,089+28.2% | $145,877-33.1% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.1%-5.9pp | 80.3%-17.1pp |
| Annual return | 9.39% | 623.80%-614.4pp | 360.94%-351.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $681 | $3,324-79.5% | $2,690-74.7% | $4,663-85.4% |
| Participant deferral / active EE | $5,218 | $5,168+1.0% | $4,259+22.5% | $6,691-22.0% |
| Admin fee / account holder | $42,646 | $8,376+409.1% | $6,418+564.5% | $13,402+218.2% |