Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,896 | $172,111-37.9% | $150,298-28.9% | $137,256-22.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.79% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,426 | $4,636-69.2% | $4,154-65.7% | $4,156-65.7% |
| Participant deferral / active EE | $3,965 | $6,166-35.7% | $5,453-27.3% | $6,407-38.1% |
| Admin fee / account holder | $868 | $16,471-94.7% | $14,116-93.8% | $12,270-92.9% |