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 | $97,227 | $98,760-1.6% | $149,715-35.1% | $79,858+21.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 13.37% | 27.43%-14.1pp | 276.66%-263.3pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,491 | $3,217-53.6% | $4,645-67.9% | $2,471-39.6% |
| Participant deferral / active EE | $3,287 | $5,681-42.1% | $6,842-52.0% | $3,740-12.1% |
| Admin fee / account holder | $6,866 | $6,053+13.4% | $9,310-26.3% | $5,306+29.4% |