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 | $136,934 | $150,207-8.8% | $120,380+13.8% | $145,978-6.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 11.42% | 154.28%-142.9pp | 107.28%-95.9pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,024 | $4,351-76.5% | $3,465-70.5% | $4,662-78.0% |
| Participant deferral / active EE | $1,919 | $6,175-68.9% | $4,992-61.6% | $6,690-71.3% |
| Admin fee / account holder | $6,887 | $12,203-43.6% | $9,421-26.9% | $13,400-48.6% |