Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,764 | $124,330-32.6% | $109,173-23.3% | $167,536-50.0% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 22.20% | 26.04%-3.8pp | 25.75%-3.6pp | 478.82%-456.6pp |
| Employer contribution / active EE | $1,384 | $4,209-67.1% | $3,723-62.8% | $4,839-71.4% |
| Participant deferral / active EE | $2,700 | $5,256-48.6% | $4,654-42.0% | $6,342-57.4% |
| Admin fee / account holder | $1,663 | $7,974-79.1% | $6,755-75.4% | $12,315-86.5% |