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 | $124,531 | $55,437+124.6% | $155,534-19.9% | $74,459+67.2% |
| Participation rate | 56.4% | 61.9%-5.5pp | 78.2%-21.8pp | 67.2%-10.8pp |
| Annual return | 12.73% | 269.58%-256.8pp | 64.92%-52.2pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $1,778 | $2,266-21.5% | $4,675-62.0% | $2,626-32.3% |
| Participant deferral / active EE | $3,747 | $2,837+32.1% | $5,630-33.4% | $4,350-13.8% |
| Admin fee / account holder | $26,622 | $1,742+1427.9% | $15,900+67.4% | $1,945+1268.9% |