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 | $105,013 | $115,225-8.9% | $100,712+4.3% | $138,895-24.4% |
| Participation rate | 65.0% | 74.3%-9.3pp | 69.3%-4.3pp | 79.9%-14.9pp |
| Annual return | 16.24% | 40.35%-24.1pp | 33.27%-17.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,058 | $2,771-61.8% | $2,313-54.2% | $4,194-74.8% |
| Participant deferral / active EE | $6,470 | $4,699+37.7% | $4,085+58.4% | $6,396+1.1% |
| Admin fee / account holder | $2,992 | $10,844-72.4% | $9,256-67.7% | $12,562-76.2% |