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 | $167,268 | $111,785+49.6% | $93,669+78.6% | $145,877+14.7% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 22.92% | 203.79%-180.9pp | 133.59%-110.7pp | 551.28%-528.4pp |
| Employer contribution / active EE | $904 | $3,096-70.8% | $2,424-62.7% | $4,663-80.6% |
| Participant deferral / active EE | $5,259 | $4,919+6.9% | $4,416+19.1% | $6,691-21.4% |
| Admin fee / account holder | $1,365 | $10,256-86.7% | $8,291-83.5% | $13,402-89.8% |