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 | $101,077 | $58,275+73.4% | $81,844+23.5% | $80,935+24.9% |
| Participation rate | 65.3% | 63.5%+1.8pp | 72.4%-7.1pp | 67.7%-2.4pp |
| Annual return | 14.96% | 41.82%-26.9pp | 778.87%-763.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,743 | $2,346-25.7% | $2,916-40.2% | $2,757-36.8% |
| Participant deferral / active EE | $4,831 | $3,285+47.1% | $4,323+11.7% | $4,299+12.4% |
| Admin fee / account holder | $2,209 | $4,749-53.5% | $7,355-70.0% | $6,924-68.1% |