Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $110,844 | $88,203+25.7% | $165,100-32.9% | $74,478+48.8% |
| Participation rate | 61.8% | 73.1%-11.3pp | 78.6%-16.8pp | 67.2%-5.4pp |
| Annual return | 13.20% | 17.13%-3.9pp | 70.21%-57.0pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,190 | $2,601-15.8% | $4,348-49.6% | $2,626-16.6% |
| Participant deferral / active EE | $8,204 | $4,505+82.1% | $6,035+35.9% | $4,350+88.6% |
| Admin fee / account holder | $2,991 | $2,235+33.8% | $12,696-76.4% | $1,946+53.7% |