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 | $93,021 | $197,819-53.0% | $155,789-40.3% | $125,389-25.8% |
| Participation rate | 53.3% | 82.1%-28.8pp | 76.1%-22.8pp | 83.2%-29.9pp |
| Annual return | 1.38% | 86.73%-85.3pp | 71.54%-70.2pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,680 | $4,850-65.4% | $3,839-56.2% | $4,866-65.5% |
| Participant deferral / active EE | $2,437 | $5,631-56.7% | $4,798-49.2% | $5,352-54.5% |
| Admin fee / account holder | $1,422 | $9,544-85.1% | $7,477-81.0% | $9,541-85.1% |