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 | $75,767 | $129,737-41.6% | $119,126-36.4% | $154,746-51.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 21.92% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.4pp |
| Employer contribution / active EE | $9,198 | $4,375+110.2% | $4,034+128.0% | $4,379+110.0% |
| Participant deferral / active EE | $7,000 | $5,842+19.8% | $5,318+31.6% | $6,730+4.0% |
| Admin fee / account holder | $10,847 | $11,961-9.3% | $10,693+1.4% | $14,365-24.5% |