Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,768 | $159,934-43.2% | $147,005-38.3% | $145,959-37.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.89% | 98.24%-88.3pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,131 | $5,287-78.6% | $4,934-77.1% | $4,661-75.7% |
| Participant deferral / active EE | $13,320 | $8,427+58.1% | $8,070+65.1% | $6,689+99.1% |
| Admin fee / account holder | $1,296 | $15,053-91.4% | $13,006-90.0% | $13,398-90.3% |