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 | $53,288 | $171,272-68.9% | $127,803-58.3% | $152,885-65.1% |
| Participation rate | 61.9% | 83.5%-21.6pp | 79.0%-17.1pp | 82.5%-20.5pp |
| Annual return | 12.37% | 23.54%-11.2pp | 26.14%-13.8pp | 345.39%-333.0pp |
| Employer contribution / active EE | $1,761 | $5,451-67.7% | $4,576-61.5% | $4,763-63.0% |
| Participant deferral / active EE | $3,284 | $7,043-53.4% | $6,023-45.5% | $5,851-43.9% |
| Admin fee / account holder | $34,216 | $14,540+135.3% | $9,399+264.1% | $11,598+195.0% |