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 | $57,068 | $96,630-40.9% | $86,605-34.1% | $139,427-59.1% |
| Participation rate | 63.2% | 74.4%-11.2pp | 71.7%-8.5pp | 80.3%-17.2pp |
| Annual return | 11.57% | 106.48%-94.9pp | 591.39%-579.8pp | 373.27%-361.7pp |
| Employer contribution / active EE | $1,436 | $3,264-56.0% | $3,023-52.5% | $4,752-69.8% |
| Participant deferral / active EE | $2,456 | $4,836-49.2% | $4,438-44.7% | $6,711-63.4% |
| Admin fee / account holder | $12,144 | $6,405+89.6% | $5,611+116.4% | $11,404+6.5% |