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 | $98,169 | $29,733+230.2% | $56,025+75.2% | $80,959+21.3% |
| Participation rate | 62.8% | 41.7%+21.1pp | 52.5%+10.3pp | 67.7%-4.9pp |
| Annual return | 16.68% | 35.28%-18.6pp | 1712.69%-1696.0pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,109 | $672+65.0% | $1,042+6.4% | $2,757-59.8% |
| Participant deferral / active EE | $1,740 | $1,229+41.5% | $1,955-11.0% | $4,300-59.5% |
| Admin fee / account holder | $7,085 | $2,434+191.2% | $2,828+150.5% | $6,925+2.3% |