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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,225 | $47,163+82.8% | $149,696-42.4% | $74,460+15.8% |
| Participation rate | 48.3% | 63.4%-15.1pp | 78.8%-30.5pp | 70.7%-22.4pp |
| Annual return | 21.16% | 22.75%-1.6pp | 134.46%-113.3pp | 34.38%-13.2pp |
| Employer contribution / active EE | $1,382 | $1,907-27.5% | $4,821-71.3% | $2,638-47.6% |
| Participant deferral / active EE | $2,456 | $2,730-10.0% | $5,682-56.8% | $4,530-45.8% |
| Admin fee / account holder | $317 | $343-7.4% | $13,212-97.6% | $348-8.7% |