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 | $53,938 | $150,207-64.1% | $120,380-55.2% | $145,978-63.1% |
| Participation rate | 69.6% | 78.8%-9.2pp | 71.9%-2.3pp | 80.3%-10.7pp |
| Annual return | 10.85% | 154.28%-143.4pp | 107.28%-96.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,946 | $4,351-55.3% | $3,465-43.8% | $4,662-58.3% |
| Participant deferral / active EE | $7,105 | $6,175+15.1% | $4,992+42.3% | $6,690+6.2% |
| Admin fee / account holder | $3,095 | $12,203-74.6% | $9,421-67.2% | $13,400-76.9% |