Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $94,605 | $157,304-39.9% | $141,197-33.0% | $152,909-38.1% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 16.53% | 64.34%-47.8pp | 71.41%-54.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,437 | $5,263-72.7% | $4,736-69.7% | $4,764-69.8% |
| Participant deferral / active EE | $2,831 | $7,111-60.2% | $6,710-57.8% | $5,851-51.6% |
| Admin fee / account holder | $883 | $12,126-92.7% | $10,265-91.4% | $11,601-92.4% |