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 | $120,198 | $112,935+6.4% | $90,970+32.1% | $158,966-24.4% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 20.87% | 215.79%-194.9pp | 134.58%-113.7pp | 302.95%-282.1pp |
| Employer contribution / active EE | $1,741 | $2,895-39.8% | $2,122-18.0% | $4,762-63.4% |
| Participant deferral / active EE | $3,456 | $4,129-16.3% | $3,373+2.4% | $5,983-42.2% |
| Admin fee / account holder | $1,640 | $8,045-79.6% | $5,960-72.5% | $11,250-85.4% |