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 | $134,782 | $183,627-26.6% | $155,602-13.4% | $145,978-7.7% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 25.38% | 61.32%-35.9pp | 64.81%-39.4pp | 550.52%-525.1pp |
| Employer contribution / active EE | $1,942 | $5,316-63.5% | $4,675-58.5% | $4,662-58.3% |
| Participant deferral / active EE | $4,090 | $6,466-36.7% | $5,629-27.3% | $6,690-38.9% |
| Admin fee / account holder | $499 | $19,327-97.4% | $15,923-96.9% | $13,400-96.3% |