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 | $107,790 | $48,277+123.3% | $67,511+59.7% | $80,874+33.3% |
| Participation rate | 43.8% | 66.4%-22.6pp | 72.9%-29.1pp | 67.6%-23.9pp |
| Annual return | 15.91% | 18.27%-2.4pp | 3517.41%-3501.5pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,942 | $2,021-3.9% | $2,733-28.9% | $2,756-29.5% |
| Participant deferral / active EE | $2,525 | $2,926-13.7% | $4,000-36.9% | $4,297-41.2% |
| Admin fee / account holder | $7,356 | $3,687+99.5% | $3,999+84.0% | $6,935+6.1% |