Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $151,346 | $102,385+47.8% | $147,080+2.9% | $80,935+87.0% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 12.88% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,911 | $3,717-48.6% | $4,933-61.3% | $2,757-30.7% |
| Participant deferral / active EE | $7,396 | $6,651+11.2% | $8,066-8.3% | $4,299+72.0% |
| Admin fee / account holder | $6,676 | $7,951-16.0% | $12,989-48.6% | $6,924-3.6% |