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 | $103,527 | $148,623-30.3% | $135,974-23.9% | $139,466-25.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 16.84% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,885 | $5,246-64.1% | $4,859-61.2% | $4,754-60.3% |
| Participant deferral / active EE | $6,371 | $8,103-21.4% | $7,760-17.9% | $6,712-5.1% |
| Admin fee / account holder | $2,528 | $12,406-79.6% | $10,767-76.5% | $11,409-77.8% |