Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $80,398 | $58,234+38.1% | $81,783-1.7% | $80,874-0.6% |
| Participation rate | 63.0% | 63.4%-0.5pp | 72.4%-9.4pp | 67.6%-4.7pp |
| Annual return | 11.58% | 41.70%-30.1pp | 775.05%-763.5pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,109 | $3,283+25.2% | $4,320-4.9% | $4,297-4.4% |
| Admin fee / account holder | $4,597 | $4,982-7.7% | $7,380-37.7% | $6,935-33.7% |