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 | $122,959 | $176,120-30.2% | $159,487-22.9% | $167,553-26.6% |
| Participation rate | 52.9% | 85.0%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 15.38% | 331.95%-316.6pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $4,381 | $5,299-17.3% | $4,831-9.3% | $4,840-9.5% |
| Participant deferral / active EE | $8,732 | $7,752+12.7% | $7,354+18.8% | $6,343+37.7% |
| Admin fee / account holder | $8,856 | $12,561-29.5% | $10,804-18.0% | $12,316-28.1% |