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 | $100,313 | $175,259-42.8% | $149,723-33.0% | $139,487-28.1% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 17.30% | 166.82%-149.5pp | 134.50%-117.2pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,978 | $5,478-63.9% | $4,821-59.0% | $4,755-58.4% |
| Participant deferral / active EE | $4,854 | $6,522-25.6% | $5,682-14.6% | $6,713-27.7% |
| Admin fee / account holder | $7,907 | $16,158-51.1% | $13,215-40.2% | $11,407-30.7% |