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 | $107,058 | $106,247+0.8% | $96,515+10.9% | $139,466-23.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.30% | 38.47%-22.2pp | 35.73%-19.4pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,235 | $4,106-69.9% | $3,740-67.0% | $4,754-74.0% |
| Participant deferral / active EE | $1,780 | $5,456-67.4% | $4,880-63.5% | $6,712-73.5% |
| Admin fee / account holder | $2,969 | $7,885-62.3% | $6,735-55.9% | $11,409-74.0% |