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 | $50,785 | $87,106-41.7% | $105,607-51.9% | $80,935-37.3% |
| Participation rate | 59.5% | 70.4%-11.0pp | 75.3%-15.8pp | 67.7%-8.2pp |
| Annual return | 13.11% | 17.01%-3.9pp | 116.11%-103.0pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,308 | $2,396-45.4% | $3,167-58.7% | $2,757-52.5% |
| Participant deferral / active EE | $2,984 | $3,986-25.1% | $5,011-40.5% | $4,299-30.6% |
| Admin fee / account holder | $1,042 | $8,447-87.7% | $10,958-90.5% | $6,924-85.0% |