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 | $125,126 | $65,440+91.2% | $98,506+27.0% | $85,851+45.7% |
| Participation rate | 64.5% | 65.0%-0.5pp | 73.3%-8.8pp | 69.3%-4.8pp |
| Annual return | 17.42% | 21.75%-4.3pp | 1494.92%-1477.5pp | 318.63%-301.2pp |
| Employer contribution / active EE | $363 | $2,169-83.2% | $2,961-87.7% | $2,565-85.8% |
| Participant deferral / active EE | $2,952 | $3,168-6.8% | $4,277-31.0% | $3,952-25.3% |
| Admin fee / account holder | $2,507 | $4,596-45.4% | $5,955-57.9% | $6,261-60.0% |