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 | $136,701 | $88,117+55.1% | $164,928-17.1% | $74,400+83.7% |
| Participation rate | 64.9% | 73.1%-8.2pp | 78.6%-13.8pp | 67.2%-2.3pp |
| Annual return | 16.18% | 17.27%-1.1pp | 70.08%-53.9pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $2,421 | $2,596-6.8% | $4,343-44.3% | $2,624-7.8% |
| Participant deferral / active EE | $5,063 | $4,501+12.5% | $6,034-16.1% | $4,348+16.4% |
| Admin fee / account holder | $10,023 | $2,230+349.5% | $12,684-21.0% | $1,944+415.7% |