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 | $78,244 | $97,732-19.9% | $83,831-6.7% | $135,380-42.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 32.29% | 1287.56%-1255.3pp | 850.99%-818.7pp | 519.81%-487.5pp |
| Employer contribution / active EE | $1,142 | $4,222-72.9% | $3,631-68.5% | $4,779-76.1% |
| Participant deferral / active EE | $1,773 | $4,683-62.1% | $4,082-56.6% | $5,609-68.4% |
| Admin fee / account holder | $635 | $6,675-90.5% | $5,479-88.4% | $10,828-94.1% |