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 | $124,686 | $102,661+21.5% | $151,645-17.8% | $66,949+86.2% |
| Participation rate | 62.9% | 85.5%-22.6pp | 87.5%-24.6pp | 69.8%-6.9pp |
| Annual return | 19.56% | -10.81%+30.4pp | 3.34%+16.2pp | 1.57%+18.0pp |
| Employer contribution / active EE | $8,617 | $4,184+105.9% | $6,165+39.8% | $2,545+238.5% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $20,811 | $630+3200.7% | $11,614+79.2% | $594+3406.0% |