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 | $57,573 | $183,592-68.6% | $155,574-63.0% | $145,877-60.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.15% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,404 | $5,317-54.8% | $4,676-48.6% | $4,663-48.4% |
| Participant deferral / active EE | $5,620 | $6,466-13.1% | $5,629-0.2% | $6,691-16.0% |
| Admin fee / account holder | $405 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |