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 | $113,353 | $160,040-29.2% | $147,096-22.9% | $145,877-22.3% |
| Participation rate | 69.6% | 84.0%-14.5pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 12.60% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,168 | $5,289-59.0% | $4,936-56.1% | $4,663-53.5% |
| Participant deferral / active EE | $5,011 | $8,429-40.5% | $8,071-37.9% | $6,691-25.1% |
| Admin fee / account holder | $40,255 | $15,050+167.5% | $13,005+209.5% | $13,402+200.4% |