Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $107,061 | $160,040-33.1% | $147,096-27.2% | $145,877-26.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 16.23% | 98.49%-82.3pp | 419.75%-403.5pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,609 | $5,289-50.7% | $4,936-47.2% | $4,663-44.1% |
| Participant deferral / active EE | $4,230 | $8,429-49.8% | $8,071-47.6% | $6,691-36.8% |
| Admin fee / account holder | $4,949 | $15,050-67.1% | $13,005-61.9% | $13,402-63.1% |