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 | $138,032 | $102,429+34.8% | $147,096-6.2% | $80,925+70.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 12.97% | 135.02%-122.0pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,980 | $3,716-19.8% | $4,936-39.6% | $2,756+8.1% |
| Participant deferral / active EE | $8,381 | $6,649+26.1% | $8,071+3.8% | $4,299+95.0% |
| Admin fee / account holder | $6,076 | $7,957-23.6% | $13,005-53.3% | $6,940-12.5% |