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 | $122,440 | $111,787+9.5% | $93,681+30.7% | $145,978-16.1% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 10.99% | 203.52%-192.5pp | 133.47%-122.5pp | 550.52%-539.5pp |
| Employer contribution / active EE | $754 | $3,093-75.6% | $2,422-68.9% | $4,662-83.8% |
| Participant deferral / active EE | $1,313 | $4,918-73.3% | $4,415-70.3% | $6,690-80.4% |
| Admin fee / account holder | $8,975 | $10,256-12.5% | $8,290+8.3% | $13,400-33.0% |