Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $83,942 | $185,312-54.7% | $161,489-48.0% | $154,746-45.8% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 13.36% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $20,167 | $4,769+322.9% | $4,268+372.5% | $4,379+360.5% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,173 | $18,654-88.4% | $16,006-86.4% | $14,365-84.9% |