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 | $92,231 | $125,190-26.3% | $105,624-12.7% | $145,897-36.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 36.60% | 225.22%-188.6pp | 116.20%-79.6pp | 552.29%-515.7pp |
| Employer contribution / active EE | $2,123 | $3,720-42.9% | $3,168-33.0% | $4,663-54.5% |
| Participant deferral / active EE | $3,855 | $5,716-32.6% | $5,013-23.1% | $6,689-42.4% |
| Admin fee / account holder | $7,807 | $17,138-54.4% | $10,961-28.8% | $13,390-41.7% |