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 | $79,630 | $70,366+13.2% | $66,674+19.4% | $138,895-42.7% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.7%-43.7pp | 79.9%-49.9pp |
| Annual return | 15.66% | 386.41%-370.8pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,056 | $2,765-25.7% | $2,620-21.5% | $4,194-51.0% |
| Participant deferral / active EE | $3,460 | $4,374-20.9% | $4,084-15.3% | $6,396-45.9% |
| Admin fee / account holder | $584 | $5,262-88.9% | $5,098-88.5% | $12,562-95.4% |