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 | $131,196 | $58,258+125.2% | $81,820+60.3% | $80,925+62.1% |
| Participation rate | 34.0% | 63.5%-29.5pp | 72.4%-38.4pp | 67.7%-33.7pp |
| Annual return | 11.72% | 41.76%-30.0pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,120 | $2,345-9.6% | $2,915-27.3% | $2,756-23.1% |
| Participant deferral / active EE | $4,280 | $3,284+30.3% | $4,323-1.0% | $4,299-0.4% |
| Admin fee / account holder | $17,920 | $4,976+260.1% | $7,391+142.5% | $6,940+158.2% |