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 | $139,053 | $162,136-14.2% | $152,301-8.7% | $154,746-10.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.98% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,410 | $4,890-50.7% | $4,624-47.9% | $4,379-45.0% |
| Participant deferral / active EE | $3,013 | $8,341-63.9% | $8,004-62.4% | $6,730-55.2% |
| Admin fee / account holder | $72,808 | $15,759+362.0% | $14,398+405.7% | $14,365+406.8% |