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 | $146,815 | $101,063+45.3% | $81,473+80.2% | $147,586-0.5% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 17.93% | 32.41%-14.5pp | 38.78%-20.9pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,991 | $3,206-37.9% | $2,568-22.5% | $4,876-59.2% |
| Participant deferral / active EE | $7,674 | $4,242+80.9% | $3,537+117.0% | $5,439+41.1% |
| Admin fee / account holder | $13,191 | $5,812+126.9% | $4,561+189.2% | $10,886+21.2% |