Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $92,115 | $180,749-49.0% | $160,784-42.7% | $137,256-32.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 11.61% | 2234.46%-2222.9pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $976 | $4,155-76.5% | $3,733-73.8% | $4,156-76.5% |
| Participant deferral / active EE | $9,744 | $6,844+42.4% | $6,293+54.8% | $6,407+52.1% |
| Admin fee / account holder | $6,732 | $10,397-35.3% | $9,717-30.7% | $12,270-45.1% |