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 | $104,646 | $102,422+2.2% | $147,117-28.9% | $80,959+29.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 13.11% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,901 | $3,717-48.9% | $4,932-61.5% | $2,757-31.1% |
| Participant deferral / active EE | $7,032 | $6,652+5.7% | $8,065-12.8% | $4,300+63.5% |
| Admin fee / account holder | $10,361 | $7,953+30.3% | $12,993-20.3% | $6,925+49.6% |