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 | $50,257 | $102,595-51.0% | $94,057-46.6% | $154,746-67.5% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 11.65% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,380 | $3,147-24.4% | $2,933-18.9% | $4,379-45.7% |
| Participant deferral / active EE | $5,432 | $5,118+6.1% | $4,709+15.4% | $6,730-19.3% |
| Admin fee / account holder | $7,502 | $7,736-3.0% | $7,244+3.6% | $14,365-47.8% |