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 | $150,197-65.0% | $120,368-56.4% | $145,959-64.0% |
| Participation rate | 42.1% | 78.8%-36.7pp | 71.9%-29.8pp | 80.3%-38.2pp |
| Annual return | 9.70% | 154.26%-144.6pp | 107.26%-97.6pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,520 | $4,350-65.1% | $3,465-56.1% | $4,661-67.4% |
| Participant deferral / active EE | $6,018 | $6,174-2.5% | $4,991+20.6% | $6,689-10.0% |
| Admin fee / account holder | $2,720 | $12,216-77.7% | $9,429-71.2% | $13,398-79.7% |