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 | $138,508 | $117,846+17.5% | $102,434+35.2% | $145,884-5.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.70% | 31.90%-20.2pp | 29.46%-17.8pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,421 | $3,615-60.7% | $3,023-53.0% | $4,662-69.5% |
| Participant deferral / active EE | $3,927 | $5,733-31.5% | $5,055-22.3% | $6,690-41.3% |
| Admin fee / account holder | $681 | $13,356-94.9% | $9,462-92.8% | $13,392-94.9% |