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 | $92,580 | $175,259-47.2% | $149,723-38.2% | $139,487-33.6% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 13.69% | 166.82%-153.1pp | 134.50%-120.8pp | 373.84%-360.1pp |
| Employer contribution / active EE | $2,101 | $5,478-61.7% | $4,821-56.4% | $4,755-55.8% |
| Participant deferral / active EE | $6,388 | $6,522-2.1% | $5,682+12.4% | $6,713-4.8% |
| Admin fee / account holder | $27,155 | $16,158+68.1% | $13,215+105.5% | $11,407+138.1% |