Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,600 | $106,267-34.5% | $96,520-27.9% | $139,456-50.1% |
| Participation rate | 47.8% | 77.8%-30.0pp | 74.3%-26.5pp | 80.3%-32.5pp |
| Annual return | 17.10% | 38.45%-21.3pp | 35.72%-18.6pp | 373.45%-356.3pp |
| Employer contribution / active EE | $2,347 | $4,105-42.8% | $3,739-37.2% | $4,753-50.6% |
| Participant deferral / active EE | $4,184 | $5,454-23.3% | $4,879-14.2% | $6,711-37.7% |
| Admin fee / account holder | $11,693 | $7,882+48.3% | $6,733+73.7% | $11,407+2.5% |