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 | $54,786 | $183,592-70.2% | $155,574-64.8% | $145,877-62.4% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 19.40% | 61.37%-42.0pp | 64.87%-45.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,624 | $5,317-69.5% | $4,676-65.3% | $4,663-65.2% |
| Participant deferral / active EE | $3,695 | $6,466-42.8% | $5,629-34.4% | $6,691-44.8% |
| Admin fee / account holder | $2,745 | $19,316-85.8% | $15,914-82.8% | $13,402-79.5% |