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 | $103,136 | $209,422-50.8% | $178,503-42.2% | $158,982-35.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 24.58% | 188.81%-164.2pp | 151.12%-126.5pp | 302.99%-278.4pp |
| Employer contribution / active EE | $1,181 | $5,707-79.3% | $5,011-76.4% | $4,763-75.2% |
| Participant deferral / active EE | $7,179 | $5,955+20.6% | $5,202+38.0% | $5,983+20.0% |
| Admin fee / account holder | $1,436 | $17,079-91.6% | $13,987-89.7% | $11,252-87.2% |