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 | $108,274 | $93,345+16.0% | $119,126-9.1% | $87,485+23.8% |
| Participation rate | 25.0% | 68.7%-43.7pp | 75.8%-50.8pp | 68.9%-43.9pp |
| Annual return | 15.88% | 19.08%-3.2pp | 282.11%-266.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,041 | $3,172-67.2% | $4,034-74.2% | $2,596-59.9% |
| Participant deferral / active EE | $2,556 | $4,099-37.6% | $5,318-51.9% | $4,274-40.2% |
| Admin fee / account holder | $5,805 | $8,039-27.8% | $10,693-45.7% | $7,775-25.3% |