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 | $72,176 | $78,607-8.2% | $105,624-31.7% | $74,478-3.1% |
| Participation rate | 56.5% | 72.8%-16.3pp | 75.3%-18.8pp | 67.2%-10.7pp |
| Annual return | 13.42% | 15.96%-2.5pp | 116.20%-102.8pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,556 | $2,523-38.3% | $3,168-50.9% | $2,626-40.8% |
| Participant deferral / active EE | $3,099 | $4,325-28.3% | $5,013-38.2% | $4,350-28.8% |
| Admin fee / account holder | $4,014 | $2,220+80.8% | $10,961-63.4% | $1,946+106.3% |