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 | $106,935 | $106,008+0.9% | $92,240+15.9% | $147,586-27.5% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 22.27% | 50.05%-27.8pp | 176.29%-154.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,977 | $4,333-54.4% | $3,680-46.3% | $4,876-59.5% |
| Participant deferral / active EE | $4,259 | $4,478-4.9% | $3,897+9.3% | $5,439-21.7% |
| Admin fee / account holder | $2,088 | $6,333-67.0% | $5,194-59.8% | $10,886-80.8% |