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 | $103,106 | $150,346-31.4% | $120,524-14.5% | $145,877-29.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 8.91% | 154.40%-145.5pp | 107.36%-98.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $994 | $4,353-77.2% | $3,469-71.3% | $4,663-78.7% |
| Participant deferral / active EE | $17,211 | $6,172+178.8% | $4,994+244.7% | $6,691+157.2% |
| Admin fee / account holder | $1,268 | $12,215-89.6% | $9,440-86.6% | $13,402-90.5% |