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 | $108,781 | $102,595+6.0% | $94,057+15.7% | $154,746-29.7% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 13.11% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,351 | $3,147-25.3% | $2,933-19.8% | $4,379-46.3% |
| Participant deferral / active EE | $5,714 | $5,118+11.6% | $4,709+21.3% | $6,730-15.1% |
| Admin fee / account holder | $2,334 | $7,736-69.8% | $7,244-67.8% | $14,365-83.8% |