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 | $103,747 | $157,304-34.0% | $141,197-26.5% | $152,909-32.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 15.36% | 64.34%-49.0pp | 71.41%-56.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $2,249 | $5,263-57.3% | $4,736-52.5% | $4,764-52.8% |
| Participant deferral / active EE | $8,584 | $7,111+20.7% | $6,710+27.9% | $5,851+46.7% |
| Admin fee / account holder | $3,633 | $12,126-70.0% | $10,265-64.6% | $11,601-68.7% |