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 | $112,093 | $160,070-30.0% | $147,117-23.8% | $145,897-23.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 23.43% | 98.69%-75.3pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $1,665 | $5,285-68.5% | $4,932-66.3% | $4,663-64.3% |
| Participant deferral / active EE | $5,040 | $8,419-40.1% | $8,065-37.5% | $6,689-24.7% |
| Admin fee / account holder | $4,768 | $15,035-68.3% | $12,993-63.3% | $13,390-64.4% |