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 | $89,838 | $102,422-12.3% | $147,117-38.9% | $80,959+11.0% |
| Participation rate | 58.0% | 75.9%-17.9pp | 82.2%-24.2pp | 67.7%-9.7pp |
| Annual return | 14.56% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,866 | $3,717-49.8% | $4,932-62.2% | $2,757-32.3% |
| Participant deferral / active EE | $5,138 | $6,652-22.8% | $8,065-36.3% | $4,300+19.5% |
| Admin fee / account holder | $38,862 | $7,953+388.6% | $12,993+199.1% | $6,925+461.2% |