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 | $124,444 | $232,540-46.5% | $185,117-32.8% | $147,586-15.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 17.45% | 43.03%-25.6pp | 40.50%-23.0pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,161 | $5,195-77.7% | $4,182-72.2% | $4,876-76.2% |
| Participant deferral / active EE | $3,905 | $5,834-33.1% | $5,045-22.6% | $5,439-28.2% |
| Admin fee / account holder | $3,746 | $10,275-63.5% | $8,159-54.1% | $10,886-65.6% |