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 | $139,608 | $102,393+36.3% | $147,041-5.1% | $80,911+72.5% |
| Participation rate | 62.7% | 75.9%-13.2pp | 82.2%-19.5pp | 67.6%-5.0pp |
| Annual return | 14.99% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $2,588 | $3,715-30.3% | $4,935-47.6% | $2,756-6.1% |
| Participant deferral / active EE | $6,463 | $6,647-2.8% | $8,071-19.9% | $4,297+50.4% |
| Admin fee / account holder | $3,878 | $7,943-51.2% | $13,006-70.2% | $6,935-44.1% |