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 | $105,506 | $149,040-29.2% | $120,225-12.2% | $137,256-23.1% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 19.43% | 605.68%-586.3pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,234 | $4,350-71.6% | $3,475-64.5% | $4,156-70.3% |
| Participant deferral / active EE | $5,155 | $4,655+10.8% | $3,999+28.9% | $6,407-19.5% |
| Admin fee / account holder | $1,318 | $6,348-79.2% | $5,696-76.9% | $12,270-89.3% |