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 | $135,483 | $108,897+24.4% | $100,378+35.0% | $145,877-7.1% |
| Participation rate | 31.6% | 83.0%-51.4pp | 81.5%-49.9pp | 80.3%-48.7pp |
| Annual return | 15.71% | 58.17%-42.5pp | 49.41%-33.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,009 | $4,420-77.2% | $3,942-74.4% | $4,663-78.4% |
| Participant deferral / active EE | $3,757 | $8,455-55.6% | $8,087-53.5% | $6,691-43.8% |
| Admin fee / account holder | $35,701 | $9,690+268.4% | $7,899+352.0% | $13,402+166.4% |