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 | $57,354 | $110,410-48.1% | $102,437-44.0% | $145,897-60.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.81% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,376 | $4,217-67.4% | $3,871-64.5% | $4,663-70.5% |
| Participant deferral / active EE | $13,493 | $5,622+140.0% | $5,060+166.7% | $6,689+101.7% |
| Admin fee / account holder | $2,418 | $9,745-75.2% | $8,388-71.2% | $13,390-81.9% |