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 | $50,601 | $138,312-63.4% | $122,979-58.9% | $155,188-67.4% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 9.34% | 22.06%-12.7pp | 20.12%-10.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $3,840 | $3,530+8.8% | $3,062+25.4% | $4,248-9.6% |
| Participant deferral / active EE | $10,120 | $5,592+81.0% | $5,003+102.3% | $6,531+55.0% |
| Admin fee / account holder | $31,315 | $15,089+107.5% | $12,864+143.4% | $14,480+116.3% |