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 | $118,984 | $107,353+10.8% | $92,903+28.1% | $152,885-22.2% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 17.72% | 145.62%-127.9pp | 109.43%-91.7pp | 345.39%-327.7pp |
| Employer contribution / active EE | $1,273 | $4,222-69.9% | $3,653-65.2% | $4,763-73.3% |
| Participant deferral / active EE | $3,030 | $4,848-37.5% | $4,238-28.5% | $5,851-48.2% |
| Admin fee / account holder | $3,547 | $7,081-49.9% | $5,795-38.8% | $11,598-69.4% |