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 | $52,709 | $105,200-49.9% | $159,474-66.9% | $85,847-38.6% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.8%-15.1pp | 69.3%-1.6pp |
| Annual return | 15.94% | 45.08%-29.1pp | 263.68%-247.7pp | 318.61%-302.7pp |
| Employer contribution / active EE | $2,579 | $3,319-22.3% | $4,831-46.6% | $2,565+0.5% |
| Participant deferral / active EE | $5,917 | $5,946-0.5% | $7,353-19.5% | $3,952+49.7% |
| Admin fee / account holder | $1,391 | $6,934-79.9% | $10,802-87.1% | $6,261-77.8% |