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 | $114,153 | $105,198+8.5% | $159,455-28.4% | $85,856+33.0% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.8%-18.3pp | 69.3%-4.8pp |
| Annual return | 16.30% | 45.08%-28.8pp | 263.63%-247.3pp | 318.58%-302.3pp |
| Employer contribution / active EE | $4,538 | $3,319+36.7% | $4,830-6.0% | $2,565+76.9% |
| Participant deferral / active EE | $7,455 | $5,946+25.4% | $7,353+1.4% | $3,952+88.6% |
| Admin fee / account holder | $15,595 | $6,934+124.9% | $10,800+44.4% | $6,261+149.1% |