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 | $92,698 | $85,171+8.8% | $172,752-46.3% | $72,975+27.0% |
| Participation rate | 58.6% | 70.1%-11.4pp | 82.6%-24.0pp | 69.5%-10.9pp |
| Annual return | 16.83% | 27.32%-10.5pp | 802.97%-786.1pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,773 | $3,324-46.7% | $5,144-65.5% | $2,440-27.3% |
| Participant deferral / active EE | $4,535 | $3,260+39.1% | $5,198-12.8% | $3,608+25.7% |
| Admin fee / account holder | $31,898 | $5,880+442.5% | $13,955+128.6% | $5,124+522.5% |