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 | $82,272 | $225,673-63.5% | $203,872-59.6% | $155,188-47.0% |
| Participation rate | 55.0% | 80.3%-25.3pp | 77.8%-22.8pp | 80.8%-25.8pp |
| Annual return | 13.14% | 95.91%-82.8pp | 85.11%-72.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,238 | $4,099-69.8% | $3,757-67.1% | $4,248-70.9% |
| Participant deferral / active EE | $2,192 | $6,893-68.2% | $6,388-65.7% | $6,531-66.4% |
| Admin fee / account holder | $2,595 | $12,327-79.0% | $11,730-77.9% | $14,480-82.1% |