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 | $165,788 | $108,882+52.3% | $96,754+71.4% | $154,746+7.1% |
| Participation rate | 47.1% | 75.1%-28.0pp | 70.3%-23.2pp | 80.7%-33.6pp |
| Annual return | 13.58% | 98.39%-84.8pp | 82.04%-68.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,262 | $3,018-58.2% | $2,679-52.9% | $4,379-71.2% |
| Participant deferral / active EE | $3,835 | $5,323-27.9% | $4,758-19.4% | $6,730-43.0% |
| Admin fee / account holder | $536 | $10,200-94.7% | $8,905-94.0% | $14,365-96.3% |