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 | $97,113 | $103,949-6.6% | $69,182+40.4% | $273,972-64.6% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 8.28% | 35.28%-27.0pp | -21.93%+30.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $519 | $1,783-70.9% | $1,206-57.0% | $4,869-89.3% |
| Participant deferral / active EE | $2,346 | $2,716-13.6% | $1,897+23.7% | $5,287-55.6% |
| Admin fee / account holder | $2,969 | $3,671-19.1% | $2,697+10.1% | $10,133-70.7% |