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 | $107,307 | $117,895-9.0% | $102,460+4.7% | $145,897-26.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.46% | 31.92%-17.5pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,346 | $3,619-62.8% | $3,025-55.5% | $4,663-71.1% |
| Participant deferral / active EE | $5,960 | $5,736+3.9% | $5,056+17.9% | $6,689-10.9% |
| Admin fee / account holder | $4,786 | $13,353-64.2% | $9,460-49.4% | $13,390-64.3% |