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 | $127,961 | $83,337+53.5% | $67,834+88.6% | $273,972-53.3% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 5.91% | 259.45%-253.5pp | 138.47%-132.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $23,000 | $3,287+599.7% | $2,403+857.0% | $4,869+372.4% |
| Participant deferral / active EE | $11,333 | $4,088+177.2% | $3,160+258.7% | $5,287+114.4% |
| Admin fee / account holder | $9,095 | $6,752+34.7% | $4,622+96.8% | $10,133-10.2% |