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 | $118,305 | $111,535+6.1% | $105,223+12.4% | $137,256-13.8% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 80.0%-27.0pp |
| Annual return | 13.42% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,643 | $3,939-58.3% | $3,689-55.5% | $4,156-60.5% |
| Participant deferral / active EE | $4,886 | $5,500-11.2% | $5,072-3.7% | $6,407-23.7% |
| Admin fee / account holder | $374 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |