Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,601 | $111,814-61.0% | $103,374-57.8% | $145,959-70.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 13.97% | 24.77%-10.8pp | 24.89%-10.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,424 | $4,214-66.2% | $3,869-63.2% | $4,661-69.4% |
| Participant deferral / active EE | $3,300 | $5,618-41.3% | $5,058-34.8% | $6,689-50.7% |
| Admin fee / account holder | $1,335 | $9,754-86.3% | $8,394-84.1% | $13,398-90.0% |