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 | $47,659 | $157,304-69.7% | $141,197-66.2% | $152,909-68.8% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 21.43% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,657 | $5,263-68.5% | $4,736-65.0% | $4,764-65.2% |
| Participant deferral / active EE | $3,325 | $7,111-53.2% | $6,710-50.4% | $5,851-43.2% |
| Admin fee / account holder | $673 | $12,126-94.4% | $10,265-93.4% | $11,601-94.2% |