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 | $125,784 | $106,918+17.6% | $84,021+49.7% | $152,897-17.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 18.89% | 105.01%-86.1pp | 71.32%-52.4pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,320 | $2,735-51.7% | $1,984-33.5% | $4,764-72.3% |
| Participant deferral / active EE | $4,050 | $4,012+0.9% | $3,239+25.0% | $5,851-30.8% |
| Admin fee / account holder | $1,360 | $8,288-83.6% | $6,102-77.7% | $11,599-88.3% |