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 | $93,951 | $99,009-5.1% | $86,581+8.5% | $147,585-36.3% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 12.07% | 1312.70%-1300.6pp | 965.06%-953.0pp | 578.58%-566.5pp |
| Employer contribution / active EE | $1,163 | $3,132-62.9% | $2,840-59.0% | $4,876-76.1% |
| Participant deferral / active EE | $1,280 | $3,972-67.8% | $3,609-64.5% | $5,439-76.5% |
| Admin fee / account holder | $5,892 | $5,709+3.2% | $4,904+20.1% | $10,886-45.9% |