Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $113,246 | $181,062-37.5% | $158,223-28.4% | $155,188-27.0% |
| Participation rate | 54.5% | 82.7%-28.1pp | 79.2%-24.7pp | 80.8%-26.3pp |
| Annual return | 16.41% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,500 | $4,565-67.1% | $4,109-63.5% | $4,248-64.7% |
| Participant deferral / active EE | $4,713 | $6,134-23.2% | $5,467-13.8% | $6,531-27.8% |
| Admin fee / account holder | $1,024 | $18,825-94.6% | $16,047-93.6% | $14,480-92.9% |