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 | $97,117 | $112,933-14.0% | $90,970+6.8% | $158,982-38.9% |
| Participation rate | 63.2% | 74.7%-11.6pp | 69.0%-5.9pp | 82.0%-18.8pp |
| Annual return | 20.96% | 215.82%-194.9pp | 134.60%-113.6pp | 302.99%-282.0pp |
| Employer contribution / active EE | $1,824 | $2,893-36.9% | $2,122-14.0% | $4,763-61.7% |
| Participant deferral / active EE | $3,928 | $4,128-4.8% | $3,373+16.5% | $5,983-34.4% |
| Admin fee / account holder | $3,892 | $8,047-51.6% | $5,961-34.7% | $11,252-65.4% |