Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,959 | $81,208-34.8% | $98,920-46.5% | $79,852-33.7% |
| Participation rate | 48.6% | 72.5%-23.9pp | 76.0%-27.5pp | 69.6%-21.1pp |
| Annual return | 12.59% | 60.99%-48.4pp | 196.47%-183.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,251 | $1,960-36.1% | $2,689-53.5% | $2,471-49.4% |
| Participant deferral / active EE | $5,559 | $3,265+70.3% | $4,245+31.0% | $3,740+48.6% |
| Admin fee / account holder | $1,630 | $6,013-72.9% | $6,643-75.5% | $5,306-69.3% |