Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $121,574 | $59,467+104.4% | $93,727+29.7% | $74,478+63.2% |
| Participation rate | 35.9% | 59.6%-23.7pp | 68.7%-32.8pp | 67.2%-31.3pp |
| Annual return | 12.09% | 82.14%-70.0pp | 133.83%-121.7pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,464 | $1,267+15.6% | $2,421-39.6% | $2,626-44.3% |
| Participant deferral / active EE | $2,114 | $3,052-30.7% | $4,417-52.1% | $4,350-51.4% |
| Admin fee / account holder | $6,359 | $3,028+110.0% | $8,292-23.3% | $1,946+226.8% |