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 | $57,028 | $116,203-50.9% | $93,621-39.1% | $152,897-62.7% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.8%-17.5pp | 82.5%-24.1pp |
| Annual return | 26.45% | 35.96%-9.5pp | 32.76%-6.3pp | 345.43%-319.0pp |
| Employer contribution / active EE | $937 | $3,219-70.9% | $2,719-65.5% | $4,764-80.3% |
| Participant deferral / active EE | $4,672 | $4,605+1.5% | $4,070+14.8% | $5,851-20.1% |
| Admin fee / account holder | $487 | $10,751-95.5% | $7,890-93.8% | $11,599-95.8% |