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 | $135,787 | $183,627-26.1% | $155,602-12.7% | $145,978-7.0% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 19.45% | 61.32%-41.9pp | 64.81%-45.4pp | 550.52%-531.1pp |
| Employer contribution / active EE | $1,431 | $5,316-73.1% | $4,675-69.4% | $4,662-69.3% |
| Participant deferral / active EE | $4,431 | $6,466-31.5% | $5,629-21.3% | $6,690-33.8% |
| Admin fee / account holder | $921 | $19,327-95.2% | $15,923-94.2% | $13,400-93.1% |