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 | $100,981 | $154,193-34.5% | $130,045-22.3% | $139,466-27.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 18.23% | 32.51%-14.3pp | -137.30%+155.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,943 | $5,292-63.3% | $4,321-55.0% | $4,754-59.1% |
| Participant deferral / active EE | $6,380 | $6,709-4.9% | $5,820+9.6% | $6,712-4.9% |
| Admin fee / account holder | $1,686 | $13,989-87.9% | $10,600-84.1% | $11,409-85.2% |