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 | $103,675 | $175,231-40.8% | $149,696-30.7% | $139,466-25.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 13.28% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $5,096 | $5,478-7.0% | $4,821+5.7% | $4,754+7.2% |
| Participant deferral / active EE | $3,161 | $6,521-51.5% | $5,682-44.4% | $6,712-52.9% |
| Admin fee / account holder | $6,977 | $16,155-56.8% | $13,212-47.2% | $11,409-38.8% |