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 | $114,106 | $111,814+2.1% | $103,374+10.4% | $145,959-21.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 19.54% | 24.77%-5.2pp | 24.89%-5.3pp | 561.95%-542.4pp |
| Employer contribution / active EE | $1,179 | $4,214-72.0% | $3,869-69.5% | $4,661-74.7% |
| Participant deferral / active EE | $3,585 | $5,618-36.2% | $5,058-29.1% | $6,689-46.4% |
| Admin fee / account holder | $3,478 | $9,754-64.3% | $8,394-58.6% | $13,398-74.0% |