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 | $103,183 | $101,063+2.1% | $81,473+26.6% | $147,586-30.1% |
| Participation rate | 58.8% | 74.5%-15.6pp | 68.0%-9.1pp | 82.8%-24.0pp |
| Annual return | 13.14% | 32.41%-19.3pp | 38.78%-25.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,986 | $3,206-38.1% | $2,568-22.7% | $4,876-59.3% |
| Participant deferral / active EE | $4,164 | $4,242-1.9% | $3,537+17.7% | $5,439-23.4% |
| Admin fee / account holder | $1,958 | $5,812-66.3% | $4,561-57.1% | $10,886-82.0% |