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 | $191,643 | $72,426+164.6% | $67,560+183.7% | $145,897+31.4% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.5pp | 80.3%-34.9pp |
| Annual return | 15.88% | 7226.78%-7210.9pp | 3533.50%-3517.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,421 | $3,074-53.8% | $2,737-48.1% | $4,663-69.5% |
| Participant deferral / active EE | $3,517 | $4,785-26.5% | $4,004-12.2% | $6,689-47.4% |
| Admin fee / account holder | $5,874 | $5,514+6.5% | $3,994+47.1% | $13,390-56.1% |