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 | $50,699 | $58,241-12.9% | $81,780-38.0% | $80,911-37.3% |
| Participation rate | 63.0% | 63.4%-0.4pp | 72.4%-9.3pp | 67.6%-4.6pp |
| Annual return | 16.29% | 41.73%-25.4pp | 776.27%-760.0pp | 35.63%-19.3pp |
| Employer contribution / active EE | $1,861 | $2,343-20.6% | $2,914-36.1% | $2,756-32.5% |
| Participant deferral / active EE | $4,070 | $3,283+24.0% | $4,321-5.8% | $4,297-5.3% |
| Admin fee / account holder | $1,079 | $4,973-78.3% | $7,384-85.4% | $6,935-84.4% |