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 | $105,160 | $105,284-0.1% | $150,734-30.2% | $94,015+11.9% |
| Participation rate | 69.1% | 71.7%-2.6pp | 78.4%-9.3pp | 70.8%-1.7pp |
| Annual return | 12.77% | 15.67%-2.9pp | 600.81%-588.0pp | 17.84%-5.1pp |
| Employer contribution / active EE | $1,406 | $3,599-60.9% | $4,918-71.4% | $2,790-49.6% |
| Participant deferral / active EE | $5,284 | $4,274+23.6% | $5,610-5.8% | $4,249+24.3% |
| Admin fee / account holder | $11,511 | $9,839+17.0% | $14,905-22.8% | $8,951+28.6% |