Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $98,226 | $183,539-46.5% | $155,556-36.9% | $145,897-32.7% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 11.19% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,514 | $5,315-71.5% | $4,675-67.6% | $4,663-67.5% |
| Participant deferral / active EE | $2,201 | $6,467-66.0% | $5,631-60.9% | $6,689-67.1% |
| Admin fee / account holder | $11,657 | $19,275-39.5% | $15,885-26.6% | $13,390-12.9% |