Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $85,474 | $111,535-23.4% | $105,223-18.8% | $137,256-37.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 45.02% | 237.85%-192.8pp | 180.65%-135.6pp | 220.34%-175.3pp |
| Employer contribution / active EE | $2,614 | $3,939-33.7% | $3,689-29.1% | $4,156-37.1% |
| Participant deferral / active EE | $11,157 | $5,500+102.9% | $5,072+120.0% | $6,407+74.1% |
| Admin fee / account holder | $333 | $9,721-96.6% | $8,859-96.2% | $12,270-97.3% |