Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,120 | $103,038-37.8% | $90,324-29.0% | $152,909-58.1% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 23.05% | 95.25%-72.2pp | 78.15%-55.1pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,138 | $3,141-63.8% | $2,856-60.1% | $4,764-76.1% |
| Participant deferral / active EE | $2,593 | $4,282-39.4% | $3,885-33.3% | $5,851-55.7% |
| Admin fee / account holder | $943 | $6,177-84.7% | $5,356-82.4% | $11,601-91.9% |