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 | $80,142 | $111,535-28.1% | $105,223-23.8% | $137,256-41.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 14.70% | 237.85%-223.2pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,139 | $3,939-45.7% | $3,689-42.0% | $4,156-48.5% |
| Participant deferral / active EE | $2,783 | $5,500-49.4% | $5,072-45.1% | $6,407-56.6% |
| Admin fee / account holder | $384 | $9,721-96.0% | $8,859-95.7% | $12,270-96.9% |