Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,173 | $121,677-52.2% | $104,625-44.4% | $158,966-63.4% |
| Participation rate | 52.4% | 77.5%-25.2pp | 74.1%-21.7pp | 82.0%-29.6pp |
| Annual return | 23.60% | 465.58%-442.0pp | 340.60%-317.0pp | 302.95%-279.3pp |
| Employer contribution / active EE | $706 | $3,165-77.7% | $2,681-73.7% | $4,762-85.2% |
| Participant deferral / active EE | $939 | $4,175-77.5% | $3,738-74.9% | $5,983-84.3% |
| Admin fee / account holder | $1,503 | $7,777-80.7% | $6,465-76.8% | $11,250-86.6% |