Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $114,357 | $110,410+3.6% | $102,437+11.6% | $145,897-21.6% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 10.96% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,422 | $4,217-66.3% | $3,871-63.3% | $4,663-69.5% |
| Participant deferral / active EE | $4,538 | $5,622-19.3% | $5,060-10.3% | $6,689-32.2% |
| Admin fee / account holder | $1,987 | $9,745-79.6% | $8,388-76.3% | $13,390-85.2% |