Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,833 | $106,588-51.4% | $94,215-45.0% | $155,188-66.6% |
| Participation rate | 57.1% | 74.3%-17.1pp | 70.0%-12.8pp | 80.8%-23.7pp |
| Annual return | 13.78% | 29.39%-15.6pp | 28.22%-14.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,519 | $3,080-50.7% | $2,675-43.2% | $4,248-64.3% |
| Participant deferral / active EE | $2,141 | $4,802-55.4% | $4,276-49.9% | $6,531-67.2% |
| Admin fee / account holder | $3,222 | $12,281-73.8% | $10,216-68.5% | $14,480-77.7% |