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 | $121,564 | $111,830+8.7% | $93,696+29.7% | $145,884-16.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 16.68% | 204.08%-187.4pp | 133.74%-117.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $693 | $3,093-77.6% | $2,422-71.4% | $4,662-85.1% |
| Participant deferral / active EE | $2,800 | $4,920-43.1% | $4,417-36.6% | $6,690-58.1% |
| Admin fee / account holder | $5,626 | $10,249-45.1% | $8,287-32.1% | $13,392-58.0% |