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 | $105,612 | $60,393+74.9% | $81,820+29.1% | $74,429+41.9% |
| Participation rate | 64.3% | 62.9%+1.4pp | 72.4%-8.0pp | 67.2%-2.9pp |
| Annual return | 15.59% | 16.89%-1.3pp | 777.93%-762.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $644 | $2,626-75.5% | $2,915-77.9% | $2,625-75.5% |
| Participant deferral / active EE | $3,779 | $3,397+11.2% | $4,323-12.6% | $4,348-13.1% |
| Admin fee / account holder | $1,233 | $1,491-17.3% | $7,391-83.3% | $1,944-36.6% |