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 | $103,033 | $183,539-43.9% | $155,556-33.8% | $145,897-29.4% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.80% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,168 | $5,315-59.2% | $4,675-53.6% | $4,663-53.5% |
| Participant deferral / active EE | $2,710 | $6,467-58.1% | $5,631-51.9% | $6,689-59.5% |
| Admin fee / account holder | $63,751 | $19,275+230.7% | $15,885+301.3% | $13,390+376.1% |