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 | $184,284 | $154,193+19.5% | $130,045+41.7% | $139,466+32.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 22.24% | 32.51%-10.3pp | -137.30%+159.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1,382 | $5,292-73.9% | $4,321-68.0% | $4,754-70.9% |
| Participant deferral / active EE | $20,228 | $6,709+201.5% | $5,820+247.6% | $6,712+201.4% |
| Admin fee / account holder | $5,120 | $13,989-63.4% | $10,600-51.7% | $11,409-55.1% |