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 | $123,269 | $121,341+1.6% | $189,545-35.0% | $79,389+55.3% |
| Participation rate | 69.3% | 86.1%-16.8pp | 87.8%-18.5pp | 70.7%-1.4pp |
| Annual return | 15.35% | 21.08%-5.7pp | 555.36%-540.0pp | 116.89%-101.5pp |
| Employer contribution / active EE | $2,763 | $3,915-29.4% | $6,162-55.2% | $2,428+13.8% |
| Participant deferral / active EE | $7,441 | $6,395+16.3% | $8,220-9.5% | $4,046+83.9% |
| Admin fee / account holder | $2,230 | $651+242.4% | $12,049-81.5% | $626+256.1% |