Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $65,243 | $84,236-22.5% | $170,439-61.7% | $70,124-7.0% |
| Participation rate | 47.6% | 70.8%-23.2pp | 83.6%-36.0pp | 69.5%-21.9pp |
| Annual return | 14.30% | 23.06%-8.8pp | 205.94%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,498 | $3,387+3.3% | $5,433-35.6% | $2,342+49.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $841 | $5,698-85.2% | $13,881-93.9% | $4,645-81.9% |