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 | $84,805 | $175,231-51.6% | $149,696-43.3% | $139,466-39.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.27% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,343 | $5,478-75.5% | $4,821-72.2% | $4,754-71.8% |
| Participant deferral / active EE | $5,560 | $6,521-14.7% | $5,682-2.2% | $6,712-17.2% |
| Admin fee / account holder | $441 | $16,155-97.3% | $13,212-96.7% | $11,409-96.1% |