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 | $51,624 | $157,296-67.2% | $141,191-63.4% | $152,897-66.2% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 26.74% | 64.34%-37.6pp | 71.41%-44.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,161 | $5,262-58.9% | $4,736-54.4% | $4,764-54.6% |
| Participant deferral / active EE | $3,949 | $7,111-44.5% | $6,710-41.1% | $5,851-32.5% |
| Admin fee / account holder | $714 | $12,125-94.1% | $10,264-93.0% | $11,599-93.8% |