Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,752 | $102,422-29.0% | $147,117-50.5% | $80,959-10.1% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.7%-26.3pp |
| Annual return | 15.41% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,442 | $3,717-61.2% | $4,932-70.8% | $2,757-47.7% |
| Participant deferral / active EE | $3,456 | $6,652-48.0% | $8,065-57.1% | $4,300-19.6% |
| Admin fee / account holder | $616 | $7,953-92.3% | $12,993-95.3% | $6,925-91.1% |