Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $76,080 | $111,535-31.8% | $105,223-27.7% | $137,256-44.6% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 19.22% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,703 | $3,939-56.8% | $3,689-53.8% | $4,156-59.0% |
| Participant deferral / active EE | $4,267 | $5,500-22.4% | $5,072-15.9% | $6,407-33.4% |
| Admin fee / account holder | $604 | $9,721-93.8% | $8,859-93.2% | $12,270-95.1% |