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 | $62,828 | $98,776-36.4% | $149,745-58.0% | $79,856-21.3% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 19.02% | 27.38%-8.4pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,105 | $3,217-3.5% | $4,646-33.2% | $2,471+25.6% |
| Participant deferral / active EE | $6,136 | $5,681+8.0% | $6,843-10.3% | $3,741+64.0% |
| Admin fee / account holder | $2,361 | $6,053-61.0% | $9,312-74.6% | $5,306-55.5% |