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 | $90,850 | $124,351-26.9% | $109,188-16.8% | $167,553-45.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 16.22% | 26.04%-9.8pp | 25.76%-9.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $847 | $4,210-79.9% | $3,723-77.2% | $4,840-82.5% |
| Participant deferral / active EE | $3,610 | $5,257-31.3% | $4,654-22.4% | $6,343-43.1% |
| Admin fee / account holder | $14,096 | $7,975+76.8% | $6,755+108.7% | $12,316+14.5% |