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 | $108,612 | $217,432-50.0% | $185,851-41.6% | $167,553-35.2% |
| Participation rate | 23.1% | 86.1%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 18.11% | 148.43%-130.3pp | 122.11%-104.0pp | 478.89%-460.8pp |
| Employer contribution / active EE | $4,173 | $5,874-29.0% | $5,168-19.3% | $4,840-13.8% |
| Participant deferral / active EE | $3,009 | $6,357-52.7% | $5,569-46.0% | $6,343-52.6% |
| Admin fee / account holder | $348,472 | $19,820+1658.2% | $16,245+2045.1% | $12,316+2729.3% |