Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,086 | $100,139-31.0% | $85,187-18.9% | $145,884-52.6% |
| Participation rate | 42.1% | 74.1%-32.0pp | 67.5%-25.4pp | 80.3%-38.2pp |
| Annual return | 11.44% | 84.15%-72.7pp | 66.67%-55.2pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,535 | $3,238-52.6% | $2,732-43.8% | $4,662-67.1% |
| Participant deferral / active EE | $5,009 | $5,296-5.4% | $4,525+10.7% | $6,690-25.1% |
| Admin fee / account holder | $9,177 | $7,262+26.4% | $6,162+48.9% | $13,392-31.5% |