Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,525 | $85,171-34.8% | $172,752-67.9% | $72,975-23.9% |
| Participation rate | 44.0% | 70.1%-26.1pp | 82.6%-38.6pp | 69.5%-25.5pp |
| Annual return | 18.17% | 27.32%-9.2pp | 802.97%-784.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,165 | $3,324-65.0% | $5,144-77.4% | $2,440-52.3% |
| Participant deferral / active EE | $2,977 | $3,260-8.7% | $5,198-42.7% | $3,608-17.5% |
| Admin fee / account holder | $3,536 | $5,880-39.9% | $13,955-74.7% | $5,124-31.0% |