Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,590 | $105,158-49.0% | $94,672-43.4% | $139,487-61.6% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 19.85% | 38.11%-18.3pp | 156.89%-137.0pp | 373.84%-354.0pp |
| Employer contribution / active EE | $998 | $4,107-75.7% | $3,673-72.8% | $4,755-79.0% |
| Participant deferral / active EE | $12,410 | $7,599+63.3% | $7,417+67.3% | $6,713+84.9% |
| Admin fee / account holder | $509 | $8,972-94.3% | $7,222-93.0% | $11,407-95.5% |