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 | $127,820 | $100,073+27.7% | $85,126+50.2% | $145,877-12.4% |
| Participation rate | 47.1% | 74.1%-27.0pp | 67.5%-20.5pp | 80.3%-33.2pp |
| Annual return | 16.40% | 84.11%-67.7pp | 66.63%-50.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $973 | $3,236-69.9% | $2,731-64.4% | $4,663-79.1% |
| Participant deferral / active EE | $3,198 | $5,294-39.6% | $4,523-29.3% | $6,691-52.2% |
| Admin fee / account holder | $2,790 | $7,261-61.6% | $6,160-54.7% | $13,402-79.2% |