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 | $52,692 | $100,139-47.4% | $85,187-38.1% | $145,884-63.9% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-27.0pp |
| Annual return | 9.54% | 84.15%-74.6pp | 66.67%-57.1pp | 551.85%-542.3pp |
| Employer contribution / active EE | $698 | $3,238-78.5% | $2,732-74.5% | $4,662-85.0% |
| Participant deferral / active EE | $2,647 | $5,296-50.0% | $4,525-41.5% | $6,690-60.4% |
| Admin fee / account holder | $916 | $7,262-87.4% | $6,162-85.1% | $13,392-93.2% |