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 | $116,062 | $50,554+129.6% | $67,681+71.5% | $87,485+32.7% |
| Participation rate | 51.2% | 67.7%-16.5pp | 73.7%-22.5pp | 68.9%-17.7pp |
| Annual return | 14.14% | 17.81%-3.7pp | 590.58%-576.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,570 | $1,988-21.1% | $2,678-41.4% | $2,596-39.5% |
| Participant deferral / active EE | $4,289 | $2,961+44.8% | $3,976+7.9% | $4,274+0.4% |
| Admin fee / account holder | $8,706 | $4,132+110.7% | $6,100+42.7% | $7,775+12.0% |