Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $115,673 | $108,911+6.2% | $100,392+15.2% | $145,884-20.7% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 10.31% | 58.23%-47.9pp | 49.45%-39.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,308 | $4,420-47.8% | $3,941-41.4% | $4,662-50.5% |
| Participant deferral / active EE | $2,400 | $8,459-71.6% | $8,090-70.3% | $6,690-64.1% |
| Admin fee / account holder | $866 | $9,698-91.1% | $7,904-89.0% | $13,392-93.5% |