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 | $169,806 | $106,008+60.2% | $92,240+84.1% | $147,586+15.1% |
| Participation rate | 36.4% | 80.4%-44.1pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 12.47% | 50.05%-37.6pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,057 | $4,333-75.6% | $3,680-71.3% | $4,876-78.3% |
| Participant deferral / active EE | $2,000 | $4,478-55.3% | $3,897-48.7% | $5,439-63.2% |
| Admin fee / account holder | $1,300 | $6,333-79.5% | $5,194-75.0% | $10,886-88.1% |