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 | $80,107 | $100,033-19.9% | $149,716-46.5% | $70,124+14.2% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 16.93% | 27.43%-10.5pp | 1501.67%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,398 | $3,661-61.8% | $5,444-74.3% | $2,342-40.3% |
| Participant deferral / active EE | $3,467 | $4,982-30.4% | $6,568-47.2% | $3,332+4.1% |
| Admin fee / account holder | $6,866 | $8,285-17.1% | $11,282-39.1% | $4,645+47.8% |