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 | $100,318 | $181,062-44.6% | $158,223-36.6% | $155,188-35.4% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 18.06% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,007 | $4,565-77.9% | $4,109-75.5% | $4,248-76.3% |
| Participant deferral / active EE | $4,336 | $6,134-29.3% | $5,467-20.7% | $6,531-33.6% |
| Admin fee / account holder | $1,600 | $18,825-91.5% | $16,047-90.0% | $14,480-89.0% |