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 | $106,982 | $176,402-39.4% | $134,162-20.3% | $158,982-32.7% |
| Participation rate | 53.8% | 78.7%-24.9pp | 72.2%-18.3pp | 82.0%-28.1pp |
| Annual return | 22.77% | 63.66%-40.9pp | 36.35%-13.6pp | 302.99%-280.2pp |
| Employer contribution / active EE | $2,937 | $5,042-41.8% | $3,705-20.7% | $4,763-38.3% |
| Participant deferral / active EE | $5,468 | $4,093+33.6% | $3,500+56.2% | $5,983-8.6% |
| Admin fee / account holder | $9,890 | $8,719+13.4% | $6,685+47.9% | $11,252-12.1% |