Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $134,655 | $160,040-15.9% | $147,096-8.5% | $145,877-7.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.66% | 98.49%-80.8pp | 419.75%-402.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,473 | $5,289-53.2% | $4,936-49.9% | $4,663-47.0% |
| Participant deferral / active EE | $6,823 | $8,429-19.0% | $8,071-15.5% | $6,691+2.0% |
| Admin fee / account holder | $952 | $15,050-93.7% | $13,005-92.7% | $13,402-92.9% |