Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $57,268 | $69,252-17.3% | $64,099-10.7% | $139,456-58.9% |
| Participation rate | 61.5% | 75.6%-14.1pp | 72.3%-10.8pp | 80.3%-18.8pp |
| Annual return | 12.14% | 45.89%-33.8pp | 33.70%-21.6pp | 373.45%-361.3pp |
| Employer contribution / active EE | $952 | $3,184-70.1% | $2,748-65.4% | $4,753-80.0% |
| Participant deferral / active EE | $4,036 | $4,683-13.8% | $3,881+4.0% | $6,711-39.9% |
| Admin fee / account holder | $4,009 | $4,248-5.6% | $3,070+30.6% | $11,407-64.9% |