Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,638 | $166,268-71.3% | $165,100-71.1% | $145,897-67.3% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.6%-15.5pp | 80.3%-17.1pp |
| Annual return | 9.99% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,945 | $5,284-44.3% | $4,348-32.3% | $4,663-36.8% |
| Participant deferral / active EE | $5,146 | $6,964-26.1% | $6,035-14.7% | $6,689-23.1% |
| Admin fee / account holder | $4,384 | $16,659-73.7% | $12,696-65.5% | $13,390-67.3% |