Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $75,688 | $160,070-52.7% | $147,117-48.6% | $145,897-48.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 17.01% | 98.69%-81.7pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $4,940 | $5,285-6.5% | $4,932+0.2% | $4,663+6.0% |
| Participant deferral / active EE | $7,667 | $8,419-8.9% | $8,065-4.9% | $6,689+14.6% |
| Admin fee / account holder | $651 | $15,035-95.7% | $12,993-95.0% | $13,390-95.1% |