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 | $102,195 | $102,385-0.2% | $147,080-30.5% | $80,935+26.3% |
| Participation rate | 43.8% | 75.9%-32.0pp | 82.2%-38.3pp | 67.7%-23.8pp |
| Annual return | 23.48% | 135.09%-111.6pp | 420.17%-396.7pp | 35.66%-12.2pp |
| Employer contribution / active EE | $1,143 | $3,717-69.3% | $4,933-76.8% | $2,757-58.6% |
| Participant deferral / active EE | $3,502 | $6,651-47.3% | $8,066-56.6% | $4,299-18.5% |
| Admin fee / account holder | $5,557 | $7,951-30.1% | $12,989-57.2% | $6,924-19.7% |