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 | $115,913 | $106,247+9.1% | $96,515+20.1% | $139,466-16.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.15% | 38.47%-20.3pp | 35.73%-17.6pp | 373.66%-355.5pp |
| Employer contribution / active EE | $3,635 | $4,106-11.5% | $3,740-2.8% | $4,754-23.5% |
| Participant deferral / active EE | $6,349 | $5,456+16.4% | $4,880+30.1% | $6,712-5.4% |
| Admin fee / account holder | $14,232 | $7,885+80.5% | $6,735+111.3% | $11,409+24.7% |