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 | $98,521 | $124,980-21.2% | $108,359-9.1% | $154,746-36.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 11.03% | 45.00%-34.0pp | 36.89%-25.9pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,129 | $2,851-60.4% | $2,399-53.0% | $4,379-74.2% |
| Participant deferral / active EE | $2,206 | $4,743-53.5% | $4,137-46.7% | $6,730-67.2% |
| Admin fee / account holder | $20,575 | $11,502+78.9% | $9,741+111.2% | $14,365+43.2% |