Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $62,299 | $117,829-47.1% | $102,423-39.2% | $145,877-57.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 19.81% | 31.83%-12.0pp | 29.42%-9.6pp | 551.28%-531.5pp |
| Employer contribution / active EE | $3,085 | $3,615-14.7% | $3,023+2.0% | $4,663-33.8% |
| Participant deferral / active EE | $7,173 | $5,732+25.1% | $5,054+41.9% | $6,691+7.2% |
| Admin fee / account holder | $15,005 | $13,335+12.5% | $9,455+58.7% | $13,402+12.0% |