Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $52,540 | $150,435-65.1% | $120,580-56.4% | $145,897-64.0% |
| Participation rate | 42.1% | 78.8%-36.7pp | 72.0%-29.9pp | 80.3%-38.2pp |
| Annual return | 9.70% | 154.60%-144.9pp | 107.48%-97.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,520 | $4,352-65.1% | $3,469-56.2% | $4,663-67.4% |
| Participant deferral / active EE | $6,018 | $6,174-2.5% | $4,995+20.5% | $6,689-10.0% |
| Admin fee / account holder | $2,720 | $12,182-77.7% | $9,418-71.1% | $13,390-79.7% |