Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $66,292 | $155,555-57.4% | $146,866-54.9% | $155,188-57.3% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.5%-72.5pp | 80.8%-70.8pp |
| Annual return | 14.37% | 115.41%-101.0pp | 102.85%-88.5pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,608 | $4,647-65.4% | $4,425-63.7% | $4,248-62.1% |
| Participant deferral / active EE | $4,816 | $8,044-40.1% | $7,759-37.9% | $6,531-26.3% |
| Admin fee / account holder | $117,574 | $14,755+696.8% | $13,620+763.2% | $14,480+712.0% |