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 | $69,285 | $176,077-60.7% | $159,455-56.5% | $167,518-58.6% |
| Participation rate | 46.7% | 84.9%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 12.35% | 331.83%-319.5pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $3,106 | $5,298-41.4% | $4,830-35.7% | $4,838-35.8% |
| Participant deferral / active EE | $5,046 | $7,751-34.9% | $7,353-31.4% | $6,342-20.4% |
| Admin fee / account holder | $13,921 | $12,556+10.9% | $10,800+28.9% | $12,312+13.1% |