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 | $109,566 | $183,627-40.3% | $155,602-29.6% | $145,978-24.9% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.0pp | 80.3%-26.1pp |
| Annual return | 19.69% | 61.32%-41.6pp | 64.81%-45.1pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,691 | $5,316-68.2% | $4,675-63.8% | $4,662-63.7% |
| Participant deferral / active EE | $5,255 | $6,466-18.7% | $5,629-6.6% | $6,690-21.4% |
| Admin fee / account holder | $9,473 | $19,327-51.0% | $15,923-40.5% | $13,400-29.3% |