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 | $120,201 | $110,379+8.9% | $102,412+17.4% | $145,884-17.6% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 14.58% | 24.84%-10.3pp | 24.94%-10.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,843 | $4,216-56.3% | $3,870-52.4% | $4,662-60.5% |
| Participant deferral / active EE | $6,652 | $5,622+18.3% | $5,060+31.4% | $6,690-0.6% |
| Admin fee / account holder | $22,687 | $9,745+132.8% | $8,388+170.5% | $13,392+69.4% |