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 | $54,449 | $103,392-47.3% | $87,104-37.5% | $152,897-64.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 18.12% | 28.10%-10.0pp | 28.19%-10.1pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,016 | $3,221-68.4% | $2,521-59.7% | $4,764-78.7% |
| Participant deferral / active EE | $2,340 | $4,778-51.0% | $4,048-42.2% | $5,851-60.0% |
| Admin fee / account holder | $1,659 | $12,194-86.4% | $7,491-77.9% | $11,599-85.7% |