Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $108,273 | $110,093-1.7% | $97,295+11.3% | $145,897-25.8% |
| Participation rate | 61.1% | 75.9%-14.8pp | 72.7%-11.5pp | 80.3%-19.2pp |
| Annual return | 12.46% | 244.76%-232.3pp | 75.62%-63.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,099 | $3,077-31.8% | $2,723-22.9% | $4,663-55.0% |
| Participant deferral / active EE | $3,962 | $4,678-15.3% | $4,264-7.1% | $6,689-40.8% |
| Admin fee / account holder | $56,348 | $6,212+807.0% | $5,646+898.0% | $13,390+320.8% |