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 | $119,172 | $85,171+39.9% | $172,753-31.0% | $72,976+63.3% |
| Participation rate | 60.3% | 70.1%-9.7pp | 82.6%-22.3pp | 69.5%-9.1pp |
| Annual return | 34.66% | 27.32%+7.3pp | 803.00%-768.3pp | 81.02%-46.4pp |
| Employer contribution / active EE | $1,447 | $3,324-56.5% | $5,144-71.9% | $2,440-40.7% |
| Participant deferral / active EE | $3,074 | $3,260-5.7% | $5,198-40.9% | $3,608-14.8% |
| Admin fee / account holder | $815 | $5,880-86.1% | $13,956-94.2% | $5,124-84.1% |