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 | $83,041 | $111,535-25.5% | $105,223-21.1% | $137,256-39.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 14.24% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,853 | $3,939-2.2% | $3,689+4.5% | $4,156-7.3% |
| Participant deferral / active EE | $26,437 | $5,500+380.7% | $5,072+421.3% | $6,407+312.6% |
| Admin fee / account holder | $226,325 | $9,721+2228.1% | $8,859+2454.8% | $12,270+1744.5% |