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 | $105,490 | $110,240-4.3% | $96,544+9.3% | $139,487-24.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 18.62% | 26.41%-7.8pp | 25.88%-7.3pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,546 | $3,622-57.3% | $2,966-47.9% | $4,755-67.5% |
| Participant deferral / active EE | $3,783 | $5,549-31.8% | $4,851-22.0% | $6,713-43.6% |
| Admin fee / account holder | $653 | $11,602-94.4% | $8,254-92.1% | $11,407-94.3% |