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 | $125,173 | $88,815+40.9% | $81,882+52.9% | $145,897-14.2% |
| Participation rate | 21.1% | 75.1%-54.0pp | 72.4%-51.3pp | 80.3%-59.3pp |
| Annual return | 13.53% | 1033.75%-1020.2pp | 779.47%-765.9pp | 552.29%-538.8pp |
| Employer contribution / active EE | $883 | $3,086-71.4% | $2,916-69.7% | $4,663-81.1% |
| Participant deferral / active EE | $2,942 | $4,647-36.7% | $4,323-31.9% | $6,689-56.0% |
| Admin fee / account holder | $6,545 | $8,434-22.4% | $7,360-11.1% | $13,390-51.1% |