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 | $97,066 | $113,338-14.4% | $94,993+2.2% | $147,586-34.2% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 11.81% | 20.80%-9.0pp | 27.14%-15.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,361 | $3,160-56.9% | $2,603-47.7% | $4,876-72.1% |
| Participant deferral / active EE | $2,141 | $3,777-43.3% | $3,317-35.4% | $5,439-60.6% |
| Admin fee / account holder | $878 | $6,063-85.5% | $4,960-82.3% | $10,886-91.9% |