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 | $133,561 | $102,429+30.4% | $147,096-9.2% | $80,925+65.0% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.2%-17.2pp | 67.7%-2.7pp |
| Annual return | 13.63% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,360 | $3,716-36.5% | $4,936-52.2% | $2,756-14.4% |
| Participant deferral / active EE | $4,102 | $6,649-38.3% | $8,071-49.2% | $4,299-4.6% |
| Admin fee / account holder | $12,376 | $7,957+55.5% | $13,005-4.8% | $6,940+78.3% |