Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,396 | $102,385-4.9% | $147,080-33.8% | $80,935+20.3% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 17.41% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.2pp |
| Employer contribution / active EE | $3,489 | $3,717-6.1% | $4,933-29.3% | $2,757+26.5% |
| Participant deferral / active EE | $10,118 | $6,651+52.1% | $8,066+25.4% | $4,299+135.3% |
| Admin fee / account holder | $25,094 | $7,951+215.6% | $12,989+93.2% | $6,924+262.4% |