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 | $98,823 | $123,859-20.2% | $69,632+41.9% | $145,897-32.3% |
| Participation rate | 45.0% | 69.2%-24.2pp | 66.4%-21.4pp | 80.3%-35.3pp |
| Annual return | 11.66% | 192.49%-180.8pp | 101.32%-89.7pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,374 | $2,673-48.6% | $1,708-19.6% | $4,663-70.5% |
| Participant deferral / active EE | $1,668 | $4,242-60.7% | $2,889-42.3% | $6,689-75.1% |
| Admin fee / account holder | $11,811 | $7,817+51.1% | $4,695+151.5% | $13,390-11.8% |