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 | $80,235 | $175,231-54.2% | $149,696-46.4% | $139,466-42.5% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 12.09% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $7,190 | $5,478+31.2% | $4,821+49.1% | $4,754+51.2% |
| Participant deferral / active EE | $3,979 | $6,521-39.0% | $5,682-30.0% | $6,712-40.7% |
| Admin fee / account holder | $36,478 | $16,155+125.8% | $13,212+176.1% | $11,409+219.7% |