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 | $134,736 | $110,337+22.1% | $102,383+31.6% | $145,877-7.6% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 10.25% | 24.83%-14.6pp | 24.94%-14.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,615 | $4,216-61.7% | $3,870-58.3% | $4,663-65.4% |
| Participant deferral / active EE | $8,676 | $5,621+54.4% | $5,060+71.5% | $6,691+29.7% |
| Admin fee / account holder | $24,556 | $9,750+151.9% | $8,391+192.6% | $13,402+83.2% |