Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,113 | $201,264-72.6% | $184,185-70.1% | $145,978-62.2% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 11.22% | 29.00%-17.8pp | 28.81%-17.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,816 | $7,021-74.1% | $6,426-71.7% | $4,662-61.0% |
| Participant deferral / active EE | $7,849 | $9,806-20.0% | $9,132-14.1% | $6,690+17.3% |
| Admin fee / account holder | $9,808 | $16,376-40.1% | $13,909-29.5% | $13,400-26.8% |