Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $87,000 | $112,099-22.4% | $95,954-9.3% | $158,931-45.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 18.30% | 171.12%-152.8pp | 91.62%-73.3pp | 302.86%-284.6pp |
| Employer contribution / active EE | $1,691 | $3,198-47.1% | $2,541-33.5% | $4,761-64.5% |
| Participant deferral / active EE | $9,902 | $4,784+107.0% | $4,167+137.6% | $5,982+65.5% |
| Admin fee / account holder | $8,739 | $10,132-13.7% | $6,796+28.6% | $11,247-22.3% |