Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $76,764 | $148,582-48.3% | $135,942-43.5% | $139,456-45.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 23.05% | 79.26%-56.2pp | 68.28%-45.2pp | 373.45%-350.4pp |
| Employer contribution / active EE | $8,475 | $5,245+61.6% | $4,858+74.5% | $4,753+78.3% |
| Participant deferral / active EE | $3,750 | $8,101-53.7% | $7,759-51.7% | $6,711-44.1% |
| Admin fee / account holder | $952 | $12,402-92.3% | $10,764-91.2% | $11,407-91.7% |