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 | $131,136 | $124,175+5.6% | $108,405+21.0% | $167,553-21.7% |
| Participation rate | 69.6% | 82.3%-12.7pp | 80.1%-10.6pp | 82.1%-12.5pp |
| Annual return | 13.98% | 1380.13%-1366.1pp | 905.55%-891.6pp | 478.89%-464.9pp |
| Employer contribution / active EE | $2,806 | $4,188-33.0% | $3,559-21.2% | $4,840-42.0% |
| Participant deferral / active EE | $5,979 | $6,908-13.5% | $6,563-8.9% | $6,343-5.7% |
| Admin fee / account holder | $8,203 | $9,457-13.3% | $7,297+12.4% | $12,316-33.4% |