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 | $44,736 | $117,859-62.0% | $102,438-56.3% | $145,959-69.4% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 12.63% | 31.72%-19.1pp | 29.37%-16.7pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,764 | $3,615-51.2% | $3,024-41.7% | $4,661-62.2% |
| Participant deferral / active EE | $2,706 | $5,732-52.8% | $5,054-46.5% | $6,689-59.5% |
| Admin fee / account holder | $5,052 | $13,318-62.1% | $9,448-46.5% | $13,398-62.3% |