Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,716 | $183,592-72.4% | $155,567-67.4% | $145,959-65.3% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 15.34% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,860 | $5,315-65.0% | $4,674-60.2% | $4,661-60.1% |
| Participant deferral / active EE | $4,442 | $6,464-31.3% | $5,628-21.1% | $6,689-33.6% |
| Admin fee / account holder | $1,738 | $19,318-91.0% | $15,916-89.1% | $13,398-87.0% |