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 | $61,046 | $168,635-63.8% | $147,617-58.6% | $125,389-51.3% |
| Participation rate | 64.7% | 88.8%-24.1pp | 84.6%-19.9pp | 83.2%-18.5pp |
| Annual return | 0.57% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $2,240 | $6,252-64.2% | $5,564-59.7% | $4,866-54.0% |
| Participant deferral / active EE | $1,947 | $5,507-64.7% | $4,895-60.2% | $5,352-63.6% |
| Admin fee / account holder | $50,628 | $13,580+272.8% | $11,612+336.0% | $9,541+430.6% |