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 | $100,874 | $107,368-6.0% | $92,915+8.6% | $152,909-34.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 22.47% | 145.64%-123.2pp | 109.45%-87.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $4,374 | $4,222+3.6% | $3,653+19.7% | $4,764-8.2% |
| Participant deferral / active EE | $2,607 | $4,848-46.2% | $4,238-38.5% | $5,851-55.4% |
| Admin fee / account holder | $1,582 | $7,082-77.7% | $5,796-72.7% | $11,601-86.4% |