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 | $140,434 | $65,440+114.6% | $98,506+42.6% | $85,851+63.6% |
| Participation rate | 55.9% | 65.0%-9.1pp | 73.3%-17.5pp | 69.3%-13.4pp |
| Annual return | 15.49% | 21.75%-6.3pp | 1494.92%-1479.4pp | 318.63%-303.1pp |
| Employer contribution / active EE | $2,672 | $2,169+23.2% | $2,961-9.8% | $2,565+4.1% |
| Participant deferral / active EE | $3,935 | $3,168+24.2% | $4,277-8.0% | $3,952-0.5% |
| Admin fee / account holder | $18,351 | $4,596+299.3% | $5,955+208.2% | $6,261+193.1% |