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 | $134,751 | $183,592-26.6% | $155,567-13.4% | $145,959-7.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 11.94% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,877 | $5,315-45.9% | $4,674-38.5% | $4,661-38.3% |
| Participant deferral / active EE | $6,796 | $6,464+5.1% | $5,628+20.8% | $6,689+1.6% |
| Admin fee / account holder | $5,527 | $19,318-71.4% | $15,916-65.3% | $13,398-58.7% |