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 | $102,267 | $217,427-53.0% | $185,837-45.0% | $167,518-39.0% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 11.88% | 148.39%-136.5pp | 122.08%-110.2pp | 478.71%-466.8pp |
| Employer contribution / active EE | $3,296 | $5,874-43.9% | $5,168-36.2% | $4,838-31.9% |
| Participant deferral / active EE | $10,215 | $6,357+60.7% | $5,568+83.4% | $6,342+61.1% |
| Admin fee / account holder | $2,333 | $19,816-88.2% | $16,241-85.6% | $12,312-81.0% |