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 | $119,395 | $124,351-4.0% | $109,188+9.3% | $167,553-28.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 17.36% | 26.04%-8.7pp | 25.76%-8.4pp | 478.89%-461.5pp |
| Employer contribution / active EE | $3,188 | $4,210-24.3% | $3,723-14.4% | $4,840-34.1% |
| Participant deferral / active EE | $7,688 | $5,257+46.2% | $4,654+65.2% | $6,343+21.2% |
| Admin fee / account holder | $2,163 | $7,975-72.9% | $6,755-68.0% | $12,316-82.4% |