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 | $142,443 | $132,634+7.4% | $115,768+23.0% | $137,256+3.8% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.4%-18.8pp | 80.0%-24.4pp |
| Annual return | 15.40% | 160.70%-145.3pp | 100.46%-85.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $742 | $3,360-77.9% | $2,940-74.8% | $4,156-82.2% |
| Participant deferral / active EE | $4,307 | $5,619-23.3% | $4,917-12.4% | $6,407-32.8% |
| Admin fee / account holder | $623 | $15,028-95.9% | $12,439-95.0% | $12,270-94.9% |