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 | $64,969 | $85,171-23.7% | $172,753-62.4% | $72,976-11.0% |
| Participation rate | 40.5% | 70.1%-29.5pp | 82.6%-42.1pp | 69.5%-28.9pp |
| Annual return | 22.31% | 27.32%-5.0pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $888 | $3,324-73.3% | $5,144-82.7% | $2,440-63.6% |
| Participant deferral / active EE | $2,129 | $3,260-34.7% | $5,198-59.0% | $3,608-41.0% |
| Admin fee / account holder | $26,551 | $5,880+351.5% | $13,956+90.3% | $5,124+418.2% |