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 | $91,135 | $111,814-18.5% | $93,654-2.7% | $145,959-37.6% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 8.34% | 203.30%-195.0pp | 133.34%-125.0pp | 561.95%-553.6pp |
| Employer contribution / active EE | $1,843 | $3,092-40.4% | $2,421-23.9% | $4,661-60.4% |
| Participant deferral / active EE | $4,012 | $4,914-18.4% | $4,413-9.1% | $6,689-40.0% |
| Admin fee / account holder | $1,437 | $10,246-86.0% | $8,282-82.6% | $13,398-89.3% |