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 | $81,404 | $148,582-45.2% | $135,942-40.1% | $139,456-41.6% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 18.01% | 79.26%-61.2pp | 68.28%-50.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $2,645 | $5,245-49.6% | $4,858-45.5% | $4,753-44.3% |
| Participant deferral / active EE | $11,261 | $8,101+39.0% | $7,759+45.1% | $6,711+67.8% |
| Admin fee / account holder | $50,695 | $12,402+308.8% | $10,764+371.0% | $11,407+344.4% |