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 | $84,515 | $83,369+1.4% | $105,223-19.7% | $67,986+24.3% |
| Participation rate | 30.3% | 56.3%-26.0pp | 75.0%-44.7pp | 57.2%-26.9pp |
| Annual return | 22.33% | 24.64%-2.3pp | 180.65%-158.3pp | 31.67%-9.3pp |
| Employer contribution / active EE | $1,157 | $2,541-54.5% | $3,689-68.6% | $2,019-42.7% |
| Participant deferral / active EE | $2,452 | $3,295-25.6% | $5,072-51.7% | $3,358-27.0% |
| Admin fee / account holder | $8,837 | $4,073+117.0% | $8,859-0.2% | $3,203+175.9% |