Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $42,358 | $98,776-57.1% | $149,745-71.7% | $79,856-47.0% |
| Participation rate | 63.1% | 75.8%-12.7pp | 82.5%-19.4pp | 69.6%-6.6pp |
| Annual return | 23.23% | 27.38%-4.1pp | 276.72%-253.5pp | 31.71%-8.5pp |
| Employer contribution / active EE | $2,196 | $3,217-31.7% | $4,646-52.7% | $2,471-11.1% |
| Participant deferral / active EE | $5,337 | $5,681-6.1% | $6,843-22.0% | $3,741+42.7% |
| Admin fee / account holder | $2,108 | $6,053-65.2% | $9,312-77.4% | $5,306-60.3% |