Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $86,302 | $80,812+6.8% | $160,784-46.3% | $82,448+4.7% |
| Participation rate | 36.7% | 66.2%-29.6pp | 77.0%-40.3pp | 68.1%-31.4pp |
| Annual return | 20.22% | 100.59%-80.4pp | 1803.92%-1783.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,042 | $2,174-52.1% | $3,733-72.1% | $2,551-59.1% |
| Participant deferral / active EE | $3,985 | $4,335-8.1% | $6,293-36.7% | $4,139-3.7% |
| Admin fee / account holder | $4,588 | $7,695-40.4% | $9,717-52.8% | $7,234-36.6% |