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 | $138,713 | $166,089-16.5% | $164,928-15.9% | $145,978-5.0% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 13.33% | 100.26%-86.9pp | 70.08%-56.7pp | 550.52%-537.2pp |
| Employer contribution / active EE | $2,430 | $5,276-53.9% | $4,343-44.0% | $4,662-47.9% |
| Participant deferral / active EE | $4,395 | $6,961-36.9% | $6,034-27.2% | $6,690-34.3% |
| Admin fee / account holder | $4,958 | $16,641-70.2% | $12,684-60.9% | $13,400-63.0% |