Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,285 | $148,629-49.3% | $135,982-44.6% | $139,487-46.0% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 39.37% | 79.33%-40.0pp | 68.32%-29.0pp | 373.84%-334.5pp |
| Employer contribution / active EE | $4,721 | $5,247-10.0% | $4,859-2.8% | $4,755-0.7% |
| Participant deferral / active EE | $6,702 | $8,102-17.3% | $7,760-13.6% | $6,713-0.2% |
| Admin fee / account holder | $338 | $12,406-97.3% | $10,767-96.9% | $11,407-97.0% |