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 | $108,165 | $148,623-27.2% | $135,974-20.5% | $139,466-22.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 14.45% | 79.30%-64.8pp | 68.30%-53.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $3,169 | $5,246-39.6% | $4,859-34.8% | $4,754-33.3% |
| Participant deferral / active EE | $5,314 | $8,103-34.4% | $7,760-31.5% | $6,712-20.8% |
| Admin fee / account holder | $38,357 | $12,406+209.2% | $10,767+256.3% | $11,409+236.2% |