Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $134,942 | $114,013+18.4% | $103,693+30.1% | $155,188-13.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 15.01% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,161 | $3,131-62.9% | $2,920-60.3% | $4,248-72.7% |
| Participant deferral / active EE | $4,165 | $4,970-16.2% | $4,579-9.1% | $6,531-36.2% |
| Admin fee / account holder | $424 | $8,407-95.0% | $7,858-94.6% | $14,480-97.1% |