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 | $112,875 | $63,346+78.2% | $92,240+22.4% | $70,126+61.0% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 19.70% | 530.19%-510.5pp | 176.29%-156.6pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,333 | $2,471-46.0% | $3,680-63.8% | $2,343-43.1% |
| Participant deferral / active EE | $5,165 | $2,854+81.0% | $3,897+32.5% | $3,332+55.0% |
| Admin fee / account holder | $7,368 | $3,841+91.8% | $5,194+41.9% | $4,645+58.6% |