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 | $83,169 | $88,203-5.7% | $165,100-49.6% | $74,478+11.7% |
| Participation rate | 63.2% | 73.1%-9.9pp | 78.6%-15.4pp | 67.2%-4.0pp |
| Annual return | 12.94% | 17.13%-4.2pp | 70.21%-57.3pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,220 | $2,601-14.6% | $4,348-48.9% | $2,626-15.5% |
| Participant deferral / active EE | $4,062 | $4,505-9.8% | $6,035-32.7% | $4,350-6.6% |
| Admin fee / account holder | $18,021 | $2,235+706.3% | $12,696+41.9% | $1,946+826.1% |