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 | $113,632 | $176,786-35.7% | $146,643-22.5% | $167,536-32.2% |
| Participation rate | 61.5% | 83.6%-22.1pp | 80.1%-18.5pp | 82.1%-20.6pp |
| Annual return | 10.34% | 24.04%-13.7pp | 22.75%-12.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,722 | $5,161-66.6% | $4,137-58.4% | $4,839-64.4% |
| Participant deferral / active EE | $4,100 | $6,440-36.3% | $5,506-25.5% | $6,342-35.4% |
| Admin fee / account holder | $5,983 | $13,262-54.9% | $10,280-41.8% | $12,315-51.4% |