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 | $60,123 | $110,410-45.5% | $102,437-41.3% | $145,897-58.8% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 11.03% | 24.85%-13.8pp | 24.95%-13.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,332 | $4,217-21.0% | $3,871-13.9% | $4,663-28.5% |
| Participant deferral / active EE | $5,586 | $5,622-0.6% | $5,060+10.4% | $6,689-16.5% |
| Admin fee / account holder | $4,259 | $9,745-56.3% | $8,388-49.2% | $13,390-68.2% |