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 | $55,441 | $102,422-45.9% | $147,117-62.3% | $80,959-31.5% |
| Participation rate | 68.1% | 75.9%-7.8pp | 82.2%-14.1pp | 67.7%+0.4pp |
| Annual return | 22.74% | 135.16%-112.4pp | 420.54%-397.8pp | 35.67%-12.9pp |
| Employer contribution / active EE | $2,987 | $3,717-19.6% | $4,932-39.4% | $2,757+8.4% |
| Participant deferral / active EE | $6,174 | $6,652-7.2% | $8,065-23.4% | $4,300+43.6% |
| Admin fee / account holder | $5,748 | $7,953-27.7% | $12,993-55.8% | $6,925-17.0% |