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 | $81,265 | $117,895-31.1% | $102,460-20.7% | $145,897-44.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 10.20% | 31.92%-21.7pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,662 | $3,619-54.1% | $3,025-45.1% | $4,663-64.4% |
| Participant deferral / active EE | $2,198 | $5,736-61.7% | $5,056-56.5% | $6,689-67.1% |
| Admin fee / account holder | $182,065 | $13,353+1263.5% | $9,460+1824.6% | $13,390+1259.7% |