Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $80,191 | $209,428-61.7% | $178,498-55.1% | $158,950-49.5% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 13.10% | 188.78%-175.7pp | 151.09%-138.0pp | 302.91%-289.8pp |
| Employer contribution / active EE | $1,365 | $5,707-76.1% | $5,011-72.8% | $4,762-71.3% |
| Participant deferral / active EE | $4,794 | $5,955-19.5% | $5,202-7.8% | $5,983-19.9% |
| Admin fee / account holder | $947 | $17,077-94.5% | $13,985-93.2% | $11,248-91.6% |