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 | $47,416 | $107,368-55.8% | $92,915-49.0% | $152,909-69.0% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 22.78% | 145.64%-122.9pp | 109.45%-86.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,816 | $4,222-57.0% | $3,653-50.3% | $4,764-61.9% |
| Participant deferral / active EE | $3,202 | $4,848-34.0% | $4,238-24.5% | $5,851-45.3% |
| Admin fee / account holder | $2,671 | $7,082-62.3% | $5,796-53.9% | $11,601-77.0% |