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 | $97,768 | $110,337-11.4% | $102,383-4.5% | $145,877-33.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 12.00% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,901 | $4,216-54.9% | $3,870-50.9% | $4,663-59.2% |
| Participant deferral / active EE | $6,313 | $5,621+12.3% | $5,060+24.8% | $6,691-5.6% |
| Admin fee / account holder | $434 | $9,750-95.5% | $8,391-94.8% | $13,402-96.8% |