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 | $99,740 | $107,363-7.1% | $92,909+7.4% | $152,897-34.8% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 19.75% | 145.63%-125.9pp | 109.44%-89.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,337 | $4,222-68.3% | $3,653-63.4% | $4,764-71.9% |
| Participant deferral / active EE | $1,946 | $4,848-59.9% | $4,238-54.1% | $5,851-66.7% |
| Admin fee / account holder | $3,396 | $7,082-52.0% | $5,795-41.4% | $11,599-70.7% |