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 | $101,237 | $115,810-12.6% | $101,2710% | $158,966-36.3% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 12.78% | 56.15%-43.4pp | 46.48%-33.7pp | 302.95%-290.2pp |
| Employer contribution / active EE | $2,726 | $4,175-34.7% | $3,660-25.5% | $4,762-42.8% |
| Participant deferral / active EE | $5,501 | $4,958+11.0% | $4,371+25.9% | $5,983-8.0% |
| Admin fee / account holder | $7,451 | $7,248+2.8% | $5,948+25.3% | $11,250-33.8% |