Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,242 | $118,877-46.0% | $96,570-33.5% | $167,536-61.7% |
| Participation rate | 41.2% | 75.5%-34.3pp | 69.8%-28.6pp | 82.1%-40.9pp |
| Annual return | 15.65% | 50.50%-34.8pp | 37.79%-22.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $997 | $3,121-68.1% | $2,357-57.7% | $4,839-79.4% |
| Participant deferral / active EE | $2,598 | $4,617-43.7% | $3,849-32.5% | $6,342-59.0% |
| Admin fee / account holder | $870 | $8,069-89.2% | $6,182-85.9% | $12,315-92.9% |