Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $104,619 | $175,259-40.3% | $149,723-30.1% | $139,487-25.0% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.3pp | 80.3%-23.8pp |
| Annual return | 22.60% | 166.82%-144.2pp | 134.50%-111.9pp | 373.84%-351.2pp |
| Employer contribution / active EE | $1,161 | $5,478-78.8% | $4,821-75.9% | $4,755-75.6% |
| Participant deferral / active EE | $1,982 | $6,522-69.6% | $5,682-65.1% | $6,713-70.5% |
| Admin fee / account holder | $1,376 | $16,158-91.5% | $13,215-89.6% | $11,407-87.9% |