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 | $101,676 | $102,422-0.7% | $147,117-30.9% | $80,959+25.6% |
| Participation rate | 64.6% | 75.9%-11.2pp | 82.2%-17.6pp | 67.7%-3.0pp |
| Annual return | 12.70% | 135.16%-122.5pp | 420.54%-407.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,631 | $3,717-2.3% | $4,932-26.4% | $2,757+31.7% |
| Participant deferral / active EE | $8,394 | $6,652+26.2% | $8,065+4.1% | $4,300+95.2% |
| Admin fee / account holder | $3,909 | $7,953-50.8% | $12,993-69.9% | $6,925-43.5% |