Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,128 | $105,284-45.7% | $150,734-62.1% | $94,015-39.2% |
| Participation rate | 46.4% | 71.7%-25.3pp | 78.4%-32.0pp | 70.8%-24.4pp |
| Annual return | 18.34% | 15.67%+2.7pp | 600.81%-582.5pp | 17.84%+0.5pp |
| Employer contribution / active EE | $1,546 | $3,599-57.0% | $4,918-68.6% | $2,790-44.6% |
| Participant deferral / active EE | $3,461 | $4,274-19.0% | $5,610-38.3% | $4,249-18.6% |
| Admin fee / account holder | $1,696 | $9,839-82.8% | $14,905-88.6% | $8,951-81.0% |