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 | $99,101 | $149,778-33.8% | $118,946-16.7% | $158,950-37.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 17.32% | 19.95%-2.6pp | 35.89%-18.6pp | 302.91%-285.6pp |
| Employer contribution / active EE | $3,166 | $4,117-23.1% | $3,263-3.0% | $4,762-33.5% |
| Participant deferral / active EE | $8,082 | $5,225+54.7% | $4,266+89.5% | $5,983+35.1% |
| Admin fee / account holder | $5,757 | $8,604-33.1% | $6,581-12.5% | $11,248-48.8% |