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 | $128,770 | $106,001+21.5% | $92,235+39.6% | $147,585-12.7% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 39.91% | 50.05%-10.1pp | 176.28%-136.4pp | 578.56%-538.7pp |
| Employer contribution / active EE | $1,227 | $4,333-71.7% | $3,679-66.7% | $4,876-74.8% |
| Participant deferral / active EE | $5,207 | $4,478+16.3% | $3,897+33.6% | $5,439-4.3% |
| Admin fee / account holder | $1,219 | $6,332-80.7% | $5,194-76.5% | $10,885-88.8% |