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 | $100,245 | $211,239-52.5% | $178,528-43.8% | $145,877-31.3% |
| Participation rate | 45.5% | 80.8%-35.3pp | 77.1%-31.6pp | 80.3%-34.8pp |
| Annual return | 18.07% | 30.22%-12.2pp | 27.11%-9.0pp | 551.28%-533.2pp |
| Employer contribution / active EE | $3,097 | $4,570-32.2% | $3,950-21.6% | $4,663-33.6% |
| Participant deferral / active EE | $8,441 | $6,963+21.2% | $6,278+34.5% | $6,691+26.2% |
| Admin fee / account holder | $2,873 | $12,095-76.2% | $10,419-72.4% | $13,402-78.6% |