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 | $88,132 | $110,801-20.5% | $86,868+1.5% | $167,518-47.4% |
| Participation rate | 26.7% | 75.8%-49.1pp | 71.6%-45.0pp | 82.1%-55.4pp |
| Annual return | 12.21% | 117.00%-104.8pp | 63.53%-51.3pp | 478.71%-466.5pp |
| Employer contribution / active EE | $660 | $3,245-79.7% | $2,496-73.6% | $4,838-86.4% |
| Participant deferral / active EE | $5,869 | $4,547+29.1% | $3,699+58.6% | $6,342-7.5% |
| Admin fee / account holder | $10,797 | $8,417+28.3% | $5,829+85.2% | $12,312-12.3% |