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 | $98,629 | $180,749-45.4% | $160,784-38.7% | $137,256-28.1% |
| Participation rate | 61.1% | 80.0%-18.9pp | 77.0%-15.8pp | 80.0%-18.8pp |
| Annual return | 20.00% | 2234.46%-2214.5pp | 1803.92%-1783.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,585 | $4,155-37.8% | $3,733-30.7% | $4,156-37.8% |
| Participant deferral / active EE | $7,904 | $6,844+15.5% | $6,293+25.6% | $6,407+23.4% |
| Admin fee / account holder | $4,712 | $10,397-54.7% | $9,717-51.5% | $12,270-61.6% |