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 | $104,299 | $183,539-43.2% | $155,556-33.0% | $145,897-28.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 10.20% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,612 | $5,315-69.7% | $4,675-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $3,856 | $6,467-40.4% | $5,631-31.5% | $6,689-42.4% |
| Admin fee / account holder | $834 | $19,275-95.7% | $15,885-94.8% | $13,390-93.8% |