Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,506 | $95,406-14.6% | $185,849-56.1% | $85,847-5.1% |
| Participation rate | 29.6% | 68.8%-39.1pp | 81.7%-52.1pp | 69.3%-39.7pp |
| Annual return | 18.16% | 23.59%-5.4pp | 122.10%-103.9pp | 318.61%-300.4pp |
| Employer contribution / active EE | $1,190 | $3,314-64.1% | $5,169-77.0% | $2,565-53.6% |
| Participant deferral / active EE | $6,296 | $3,424+83.9% | $5,569+13.1% | $3,952+59.3% |
| Admin fee / account holder | $6,091 | $7,214-15.6% | $16,244-62.5% | $6,261-2.7% |