Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,311 | $148,558-64.1% | $135,925-60.8% | $139,427-61.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 17.24% | 79.22%-62.0pp | 68.25%-51.0pp | 373.27%-356.0pp |
| Employer contribution / active EE | $4,655 | $5,244-11.2% | $4,857-4.2% | $4,752-2.0% |
| Participant deferral / active EE | $4,688 | $8,101-42.1% | $7,759-39.6% | $6,711-30.2% |
| Admin fee / account holder | $761 | $12,401-93.9% | $10,764-92.9% | $11,404-93.3% |