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 | $106,962 | $127,779-16.3% | $106,551+0.4% | $167,518-36.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 17.72% | 33.87%-16.2pp | 26.80%-9.1pp | 478.71%-461.0pp |
| Employer contribution / active EE | $2,286 | $3,427-33.3% | $2,819-18.9% | $4,838-52.7% |
| Participant deferral / active EE | $5,263 | $5,088+3.5% | $4,398+19.7% | $6,342-17.0% |
| Admin fee / account holder | $2,604 | $11,228-76.8% | $7,408-64.9% | $12,312-78.9% |