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 | $65,369 | $183,592-64.4% | $155,574-58.0% | $145,877-55.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.55% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,260 | $5,317-38.7% | $4,676-30.3% | $4,663-30.1% |
| Participant deferral / active EE | $7,067 | $6,466+9.3% | $5,629+25.5% | $6,691+5.6% |
| Admin fee / account holder | $1,105 | $19,316-94.3% | $15,914-93.1% | $13,402-91.8% |