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 | $140,957 | $78,707+79.1% | $117,861+19.6% | $70,126+101.0% |
| Participation rate | 55.3% | 73.2%-17.9pp | 79.7%-24.4pp | 69.5%-14.2pp |
| Annual return | 16.78% | 23.30%-6.5pp | 335.11%-318.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,136 | $2,223-3.9% | $3,786-43.6% | $2,343-8.8% |
| Participant deferral / active EE | $5,749 | $3,297+74.3% | $4,482+28.3% | $3,332+72.5% |
| Admin fee / account holder | $18,746 | $5,066+270.1% | $8,021+133.7% | $4,645+303.5% |