Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,471 | $183,539-45.8% | $155,556-36.1% | $145,897-31.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.51% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,767 | $5,315-66.8% | $4,675-62.2% | $4,663-62.1% |
| Participant deferral / active EE | $5,356 | $6,467-17.2% | $5,631-4.9% | $6,689-19.9% |
| Admin fee / account holder | $960 | $19,275-95.0% | $15,885-94.0% | $13,390-92.8% |