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 | $87,822 | $183,592-52.2% | $155,567-43.5% | $145,959-39.8% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.3pp |
| Annual return | 16.70% | 61.24%-44.5pp | 64.74%-48.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $1,649 | $5,315-69.0% | $4,674-64.7% | $4,661-64.6% |
| Participant deferral / active EE | $3,570 | $6,464-44.8% | $5,628-36.6% | $6,689-46.6% |
| Admin fee / account holder | $1,094 | $19,318-94.3% | $15,916-93.1% | $13,398-91.8% |