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 | $110,233 | $104,544+5.4% | $76,657+43.8% | $152,897-27.9% |
| Participation rate | 68.2% | 76.6%-8.4pp | 72.1%-3.9pp | 82.5%-14.3pp |
| Annual return | 10.50% | 1014.36%-1003.9pp | 1166.74%-1156.2pp | 345.43%-334.9pp |
| Employer contribution / active EE | $1,325 | $3,118-57.5% | $2,303-42.5% | $4,764-72.2% |
| Participant deferral / active EE | $2,609 | $4,236-38.4% | $3,335-21.8% | $5,851-55.4% |
| Admin fee / account holder | $9,325 | $12,286-24.1% | $6,423+45.2% | $11,599-19.6% |