Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,615 | $199,109-71.1% | $173,730-66.8% | $154,746-62.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 13.58% | 20.02%-6.4pp | 19.96%-6.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,171 | $5,311-59.1% | $4,577-52.6% | $4,379-50.4% |
| Participant deferral / active EE | $4,559 | $7,113-35.9% | $6,326-27.9% | $6,730-32.3% |
| Admin fee / account holder | $10,832 | $20,916-48.2% | $17,523-38.2% | $14,365-24.6% |