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 | $98,536 | $111,830-11.9% | $93,696+5.2% | $145,884-32.5% |
| Participation rate | 47.4% | 74.2%-26.9pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 18.55% | 204.08%-185.5pp | 133.74%-115.2pp | 551.85%-533.3pp |
| Employer contribution / active EE | $762 | $3,093-75.4% | $2,422-68.5% | $4,662-83.7% |
| Participant deferral / active EE | $4,247 | $4,920-13.7% | $4,417-3.8% | $6,690-36.5% |
| Admin fee / account holder | $32,023 | $10,249+212.4% | $8,287+286.4% | $13,392+139.1% |