Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $49,565 | $111,535-55.6% | $105,223-52.9% | $137,256-63.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 22.42% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,304 | $3,939-16.1% | $3,689-10.4% | $4,156-20.5% |
| Participant deferral / active EE | $8,941 | $5,500+62.6% | $5,072+76.3% | $6,407+39.6% |
| Admin fee / account holder | $351 | $9,721-96.4% | $8,859-96.0% | $12,270-97.1% |