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 | $106,083 | $109,872-3.4% | $98,483+7.7% | $167,536-36.7% |
| Participation rate | 65.2% | 75.8%-10.6pp | 73.3%-8.1pp | 82.1%-16.9pp |
| Annual return | 11.63% | 1959.31%-1947.7pp | 1494.38%-1482.8pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,298 | $3,225-59.7% | $2,961-56.1% | $4,839-73.2% |
| Participant deferral / active EE | $2,597 | $4,673-44.4% | $4,276-39.3% | $6,342-59.0% |
| Admin fee / account holder | $3,329 | $6,757-50.7% | $5,953-44.1% | $12,315-73.0% |